Joel
Meeks
Janney Montgomery Scott LLC
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About this Advisor
Joel Meeks is a financial advisor who works in Richmond, Virginia with 8 years of industry experience. Meeks is on the advisory team at Janney Montgomery Scott LLC. Over the course of their career, they have held roles at Guardian, Park Ave Securities, Janney Montgomery Scott LLC and Colonial Shooting Academy. Meeks maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Virginia. Janney Montgomery Scott LLC is a registered investment firm based in Philadelphia, PA. It has offices in 118 locations and a total of 2,242 advisors. It administers $73 billion in assets under management between its 216,397 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 1,526 charities and foundations. Of its 216,397 accounts, 31% are held by high-net-worth individuals who have greater than $1 million in assets. The firm performs a broad 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 usually vary depending on the type of financial services offered. Fees billed by Janney Montgomery Scott LLC likely are comprised 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
Joel Meeks Work History
Joel has been registered as a financial advisor for 8 years.*
Colonial Shooting Academy
Janney Montgomery Scott LLC
Guardian
Park Ave Securities
*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 Joel Meeks 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
Bedminster, NJ
Pittsburgh, PA
Toms River, NJ
Atlanta, GA
Greenville, SC
New Haven, CT
Atlanta, GA
New Haven, CT
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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