Chase
Alcorn
Janney Montgomery Scott LLC
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About this Advisor
Chase Alcorn is a certified financial planner working in Ligonier, Pennsylvania who has 2 years of relevant experience. Alcorn currently works for Janney Montgomery Scott LLC. Their career trajectory has included roles at Arby'S, Clarion Ford, Walmart, Hefren-Tillotson, Clarion University Of Pennsylvania, Lpl Financial LLC, Minor and Janney Montgomery Scott LLC. Alcorn has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania and Texas. Janney Montgomery Scott LLC is an advisory company based in Philadelphia, PA. The firm has offices in 118 locations and a total of 2,242 advisors. It oversees $73 billion in assets under management between its 216,397 accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to 1,526 charities and foundations. Of its 216,397 accounts, 31% are associated with high-net-worth clients who have greater than $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 fees vary depending on which services are provided. However, fees charged by Janney Montgomery Scott LLC likely consist of any 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
Chase Alcorn Work History
Chase has been registered as a financial advisor for 2 years.*
Janney Montgomery Scott LLC
Hefren-Tillotson
Lpl Financial LLC
Walmart
Clarion University Of Pennsylvania
Clarion Ford
Arby'S
Minor
*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 Chase Alcorn 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
Lancaster, PA
Stuart, FL
Meadville, PA
Atlanta, GA
Greenville, SC
Darien, CT
Atlanta, GA
Cockeysville, MD
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.
