James
Routhier
Janney Montgomery Scott LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
James Routhier is a financial advisor based in Bedminster, New Jersey who has 7 years of relevant experience. Routhier is an employee of Janney Montgomery Scott LLC. Throughout their career, they have worked at Oppenheimer & Co. Inc and Janney Montgomery Scott LLC. Routhier holds a Series 63 license, designating them as a securities broker, and is registered to work in New Jersey. Janney Montgomery Scott LLC is a financial advisory business based in Philadelphia, PA. The investment advisory business has offices in 118 locations and a total of 2,242 employees. It manages $73 billion in total assets between its 216,397 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 1,526 charitable organizations. Of its 216,397 client accounts, 31% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Janney Montgomery Scott LLC provides a number of services, such as 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. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fee types billed by Janney Montgomery Scott LLC can be comprised of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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 Routhier Work History
James has been registered as a financial advisor for 7 years.*
Janney Montgomery Scott LLC
Oppenheimer & Co. Inc
*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 Routhier 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
Albany, NY
New Haven, CT
Boca Raton, FL
Atlanta, GA
Greenville, SC
Bedminster, NJ
Atlanta, GA
Philadelphia, PA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
