Melissa
Herron

Janney Montgomery Scott LLC

CRD#5666974
Investment Advisor
in Uniontown, PA

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About this Advisor

Melissa Herron is a financial advisor who works out of Uniontown, Pennsylvania with a total of 12 years of industry experience. Herron works at Janney Montgomery Scott LLC. They have spent the entirety of their career at Janney Montgomery Scott Llc. Herron maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania. Janney Montgomery Scott LLC is a firm based out of Philadelphia, PA. The company has offices in 118 locations and a total of 2,242 advisors. It administers $73 billion in assets under management across its 216,397 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 1,526 charitable organizations. Of its 216,397 customer accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company 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. Financial advisory fee schedules largely depend on which services are offered. However, fees charged by Janney Montgomery Scott LLC can be comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

12 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

43 South Beeson Blvd
Uniontown, PA 15401

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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

Melissa Herron Work History

Melissa has been registered as a financial advisor for 12 years.*

2009 - Present (15 years)

Janney Montgomery Scott 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 Melissa Herron 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

Asa Cort
New Haven, CT
Andrew Morgan
Lancaster, PA
Carmine Tango
Bedminster, NJ
Karla St. Luke
Atlanta, GA
David Luke
Greenville, SC
Aprenea Mccutchen
Cockeysville, MD
Timothy Mcdermott
Boca Raton, FL
Thomas Mcdonald
Albany, NY

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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