Jessica
Landis

Janney Montgomery Scott LLC

CRD#5647486
Investment Advisor
in Philadelphia, PA

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About this Advisor

Jessica Landis is a certified financial planner working out of Philadelphia, Pennsylvania with 7 years of relevant experience. Landis is on the advisory team at Janney Montgomery Scott LLC. Throughout their career, they have worked at Legacy Planning Partners, Minnesota Life Insurance Co, Securian Financial Services and Janney Montgomery Scott LLC. Landis maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania and Texas. Janney Montgomery Scott LLC is a firm operating out of Philadelphia, PA. The firm has offices in 118 locations and a total of 2,242 advisors. It handles $73 billion in total assets between its 216,397 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 1,526 charities and foundations. Of its 216,397 client accounts, 31% belong to high-net-worth clients who have greater than $1 million in investable assets. Janney Montgomery Scott LLC performs a wide array 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. A financial advisor's fees usually are based on which services the firm provides the client. Fee types charged by Janney Montgomery Scott LLC likely are comprised of any combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 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

Jessica Landis Work History

Jessica has been registered as a financial advisor for 7 years.*

2023 - Present (1 year)

Janney Montgomery Scott LLC

2016 - 2016 (< 1 year)

Legacy Planning Partners

2016 - 2023 (7 years)

Janney Montgomery Scott LLC

2010 - 2016 (6 years)

Legacy Planning Partners

2010 - 2016 (6 years)

Minnesota Life Insurance Co

2010 - 2016 (6 years)

Securian Financial Services

*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 Jessica Landis 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

James Rachlin
Toms River, NJ
Doran Young
Pittsburgh, PA
Thomas Mcdonald
Albany, NY
Karla St. Luke
Atlanta, GA
David Luke
Greenville, SC
Asa Cort
New Haven, CT
Stephanie Bailey
York, PA
Timothy Mcdermott
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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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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