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Janney Montgomery Scott Llc.




Janney Montgomery Scott Llc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
For over 170 years, the firm has been dedicated to helping clients plan, protect and grow wealth. They hold the second oldest seat on the New York Stock Exchange, where today they own four seats and maintain our own trading floor personnel. With this wealth of experience, they have created and supported a tradition of trust, excellence and commitment to the highest professional standards.
 
Headquartered in Philadelphia, The firm has approximately 100 full-service investment offices in various locations along the East Coast. Over 1,000 Janney financial consultants service more than 350,000 customers nationwide. Their strong capital base totals over $300 million. In addition to their capital base, they have the extensive resources of their parent company, The Penn Mutual Life Insurance Company. Penn Mutual is one of the 15 largest mutual insurance companies in the nation, with over $13 billion in assets.
 
Since that reunion, the firm has grown from 120 financial consultants to over 1,000 from a handful of offices to approximately 100. Their capital has grown extensively and the products and services they offer their customers have also vastly expanded. Still their philosophy remains unchanged: They are just as dedicated today to helping their clients identify and achieve their investment objectives.
 
The firm offers clients a broad spectrum of coordinated investment consulting services, including investment policy statements, money manager searches and quarterly performance reports to increase the potential for asset accumulation. The Janney Central Asset Account (JCAA) is the cornerstone of the array of investment options they offer to their clients. Built around a series of Money Market Funds, both taxable and state-specific tax free, the JCAA is an important tool for maximizing your investment strategy.

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