Jake
Thomas
Janney Montgomery Scott LLC
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About this Advisor
Jake Thomas is a financial advisor operating out of Garden City, New York who has 1 year of relevant experience. Thomas is currently employed by Janney Montgomery Scott LLC. Their career trajectory has included roles at Janney Montgomery Scott LLC, 1Vision Sports & Entertainment, Prospect Sports and Toronto Blue Jays. Thomas maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in New York. Janney Montgomery Scott LLC is an advisory firm operating out of Philadelphia, PA. It has offices in 118 locations and a total of 2,242 financial advisors. It manages $73 billion in assets between its 216,397 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 1,526 charities and foundations. Of its 216,397 accounts, 31% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm provides a diverse range 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. Financial advisory fees depend on the services provided. Fee types charged by Janney Montgomery Scott LLC likely consist of some combination 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
Jake Thomas Work History
Jake has been registered as a financial advisor for 1 years.*
Janney Montgomery Scott LLC
Prospect Sports
Janney Montgomery Scott LLC
1Vision Sports & Entertainment
Toronto Blue Jays
*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 Jake Thomas 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
Toms River, NJ
Boca Raton, FL
Atlanta, GA
Greenville, SC
New Haven, CT
York, PA
West Hartford, CT
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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