James
Rachlin
Janney Montgomery Scott LLC
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About this Advisor
James Rachlin is a certified financial planner and chartered financial consultant based out of Toms River, New Jersey, with a total of 10 years of relevant experience. Rachlin is on the advisory team at Janney Montgomery Scott LLC. Throughout their career, they have worked at None and Janney Montgomery Scott LLC. Rachlin has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in New Jersey and Texas. Janney Montgomery Scott LLC is a financial advisory business based out of Philadelphia, PA. The company has offices in 118 locations and a total of 2,242 employees. It manages $73 billion in assets under management across its 216,397 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 1,526 charities and foundations. Of its 216,397 customer accounts, 31% are held by high-net-worth investors who have more than $1 million in assets. Janney Montgomery Scott LLC provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on the type of financial services. Fee types charged by Janney Montgomery Scott LLC likely include any blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Janney Montgomery Scott LLC Brokerage Details
$73,000,611,319
2,242
216,397
$337,346
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James Rachlin Work History
James has been registered as a financial advisor for 10 years.*
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC
None
Janney Montgomery Scott LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Rachlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Janney Montgomery Scott LLC
Glastonbury, CT
Raleigh, NC
Raleigh, NC
Atlanta, GA
Greenville, SC
Marlton, NJ
Pittsburgh, PA
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
