Timothy
Jones
Janney Montgomery Scott LLC
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About this Advisor
Timothy Jones is a financial advisor who works in Charlotte, North Carolina who has 4 years of relevant experience. Jones currently works for Janney Montgomery Scott LLC. Their career trajectory has included roles at Nbc Securities, Inc, Tsj Consulting, Deutsche Bank Securities Inc, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC and Janney Montgomery Scott LLC. Jones holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina, South Carolina and Texas. Janney Montgomery Scott LLC is a financial advisory firm based in Philadelphia, PA. It has offices in 118 locations and a total of 2,242 people on staff. It oversees $73 billion in assets across its 216,397 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 1,526 charitable organizations. Of its 216,397 customer accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in assets. The company performs 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 advisory services usually are based on which services the firm provides the client. Fees charged by Janney Montgomery Scott LLC 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
Timothy Jones Work History
Timothy has been registered as a financial advisor for 4 years.*
Janney Montgomery Scott LLC
Wells Fargo Clearing Services, LLC
Nbc Securities, Inc
Deutsche Bank Securities Inc
Wells Fargo Advisors, LLC
Tsj Consulting
*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 Timothy Jones 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
Boca Raton, FL
Toms River, NJ
West Hartford, CT
Atlanta, GA
Greenville, SC
Albany, NY
York, PA
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.
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