Emily
Wernly

Janney Montgomery Scott LLC

CRD#6770667
Investment Advisor
in Philadelphia, PA

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About this Advisor

Emily Wernly is a financial advisor operating in Philadelphia, Pennsylvania who has 5 years of industry experience. Wernly is currently employed by Janney Montgomery Scott LLC. During their career, Wernly has held roles at Janney Montgomery Scott, Levy Wealth Management, Northwestern Mutual, Temple University, State Farm, Mcdonalds and Janney Montgomery Scott LLC. Wernly maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Janney Montgomery Scott LLC is a registered investment business that has its headquarters in Philadelphia, PA. It has offices in 118 locations and a total of 2,242 employees. It manages $73 billion in assets under management among its 216,397 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 1,526 charitable organizations. Of its 216,397 customer accounts, 31% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business has a diverse range 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 largely vary depending on which services the firm provides the client. Fee types billed by Janney Montgomery Scott LLC can be comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

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

1717 Arch Street
Philadelphia, PA 19103

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$73,000,611,319

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

2,242

PA Average: 41
Total Number of Accounts

216,397

PA Average: 3,342
Average Account Size

$337,346

PA 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

Emily Wernly Work History

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

2021 - Present (3 years)

Janney Montgomery Scott LLC

2018 - 2021 (3 years)

Janney Montgomery Scott

2017 - 2018 (1 year)

Levy Wealth Management

2017 - 2017 (< 1 year)

Northwestern Mutual

2014 - 2017 (3 years)

Temple University

2013 - 2014 (1 year)

State Farm

2010 - 2013 (3 years)

Mcdonalds

*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 Emily Wernly 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

Ryan Zemke
Wilmington, DE
Landon Weeks
Atlanta, GA
Richard Link
Mount Pleasant, SC
Karla St. Luke
Atlanta, GA
David Luke
Greenville, SC
Tammy Spradlin
Roanoke, VA
Stephanie Bailey
York, PA
Aaron Byrd-Leitner
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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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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