Paul
Aris

Janney Montgomery Scott LLC

CRD#1754721
Investment Advisor
in Bedminster, NJ

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About this Advisor

Paul Aris is a financial advisor operating out of Bedminster, New Jersey with 5 years of industry experience. Aris currently works for Janney Montgomery Scott LLC. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Jpmorgan Chase Bank Na, J.P. Morgan Securities LLC, Bank Of America, N.A and Janney Montgomery Scott LLC. Aris has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to advise clients in Colorado, New Jersey and Texas. Janney Montgomery Scott LLC is a financial advisory business based in Philadelphia, PA. The firm has offices in 118 locations and a total of 2,242 people on staff. It handles $73 billion in total assets between its 216,397 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 1,526 charities and foundations. Of its 216,397 accounts, 31% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm offers 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. Fees for financial management usually are based on the type of services offered. Fees charged by Janney Montgomery Scott LLC can include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

1580 Route 206 North
Bedminster, NJ 07921

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$73,000,611,319

NJ Average: $15,833,994,310
Total Number of Employees

2,242

NJ Average: 41
Total Number of Accounts

216,397

NJ Average: 3,342
Average Account Size

$337,346

NJ Average: $4,737,880

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

Paul Aris Work History

Paul has been registered as a financial advisor for 5 years.*

2022 - Present (2 years)

Janney Montgomery Scott LLC

2018 - 2022 (4 years)

Janney Montgomery Scott LLC

2013 - 2018 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2018 (5 years)

Bank Of America, N.A

2012 - 2013 (1 year)

Jpmorgan Chase Bank Na

2012 - 2013 (1 year)

J.P. Morgan Securities 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 Paul Aris 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

Danielle Hedges
Franklin, TN
Joseph Broughton
Raleigh, NC
Asa Cort
New Haven, CT
Karla St. Luke
Atlanta, GA
David Luke
Greenville, SC
Edwin Waingart
Greenville, SC
Aaron Byrd-Leitner
Philadelphia, PA
Carmine Tango
Bedminster, NJ

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.

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