NetworkยทFamily Office

Janney Montgomery Scott LLC

Unclaimed

๐Ÿ“ PHILADELPHIA, PA

Family OfficeWealth ManagementFinancial AdvisoryRetirement PlanningEstate PlanningBusiness Succession Planning
www.janney.com โ†—

SEC CRD #801-7258

About

Janney Montgomery Scott Menu Close Menu Plan for more with the right financial advisor Your more begins with a trusted relationship backed by the right support. We empower advisors so they can put your goals first. Connect with an advisor Learn More Planning that evolves with your life By combining your advisor s expertise with our planning team and technology, we work together to understand and support every part of your financial life now and in the future. View All Solutions Today's wealth builders We help you make smart decisions now to create opportunities later. Learn More Business Owners We guide your business through growth, liquidity, and succession. Learn More Multigenerational families We help you sustain and transfer wealth through intentional planning. Learn More Rising complexity We help bring order, clarity, and confidence to your finances. Learn More Aligned in purpose. Strengthened by experience. March 31, 2026. $171.1 billion in client assets under advisement. 190+ years, tracing our roots to 1832. 128 offices in 21 states. 900+ financial advisors. We keep you informed-so you can stay ahead. We're here to help keep you up-to-date and in-the-know with our latest market commentary, educational insights, and corporate news. Visit Education Center RETIREMENT PLANNING Optimize Your Retirement Assets Using Tax-Efficient Distribution Strategies EDUCATION PLANNING Understanding Trump Accounts: The New Way to Save for Kids EDUCATION PLANNING 529 Plans: A Tax Efficien

Key Contact

JE

JESSICA E. LEMPA

CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (215) 665-6000

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Geographic Focus

USAPennsylvaniaUnited States
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AUM

$110.1B

Check Size

$2.0Bโ€“$2.0B

Location

PHILADELPHIA, PA

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