Noel
Simons
Janney Montgomery Scott LLC
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About this Advisor
Noel Simons is a financial advisor working out of Charlotte, North Carolina with 2 years of industry experience. Simons is an employee of Janney Montgomery Scott LLC. During their career, the advisor has held roles at Bb&T Securities, LLC, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC and Janney Montgomery Scott LLC. Simons maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina, South Carolina and Texas. Janney Montgomery Scott LLC is a financial advisory business operating out of Philadelphia, PA. The firm has offices in 118 locations and a total of 2,242 employees. It controls $73 billion in assets under management 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 charitable organizations. Of its 216,397 customer accounts, 31% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm has 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 fees typically depend on which services the firm provides the client. Fees billed by Janney Montgomery Scott LLC most likely consist 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
Noel Simons Work History
Noel has been registered as a financial advisor for 2 years.*
Janney Montgomery Scott LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Bb&T 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 Noel Simons 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
New Haven, CT
Bedminster, NJ
Albany, NY
Atlanta, GA
Greenville, SC
Toms River, NJ
Philadelphia, PA
Boca Raton, FL
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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