Janney Montgomery Scott - Your Money Partner
Finding a reliable hand to guide your money matters can feel like a big deal, particularly when you are thinking about your future or the well-being of your business. Janney Montgomery Scott, a long-standing financial company, has been helping people and groups with their money for quite some time, you know. They offer ways to look after your money, help businesses find funding, and give suggestions on where to put your funds, too it's almost like having a trusted friend in the money world.
They are, in some respects, a place where you can find someone to talk to about your finances, get a better idea of what is happening in the money markets, and even check out job openings if you are looking for a new path. For those who already work with them, there is a simple way to get to your account online, which is quite handy. You can, for example, look at your account details, move money around, and get to many helpful things and guides, basically all from your computer or phone.
This company, Janney Montgomery Scott, is a part of FINRA, which means they follow a set of rules meant to keep things fair and clear in the money business. They also offer a range of money products and advice, as a matter of fact, making sure that everything they do is on the up and up. Their main idea, it seems, is to put the people they help right at the very center of all their work, making sure your money goals are their main focus, you know?
Table of Contents
- The Story of Janney Montgomery Scott
- What Does Janney Montgomery Scott Do for People and Businesses?
- Getting Your Money in Order with Janney Montgomery Scott
- How Can You Keep Up with Your Janney Montgomery Scott Account?
- A Look at Janney Montgomery Scott's Reach
- Who Are Some Key People at Janney Montgomery Scott?
- Janney Montgomery Scott and Retirement Planning
- What Kinds of Support Does Janney Montgomery Scott Offer for Retirement Plans?
The Story of Janney Montgomery Scott
The tale of Janney Montgomery Scott goes way back, with its beginnings stretching all the way to 1832. Think about that for a moment: a company that has been around for nearly two centuries, helping folks with their money. Over all those years, the money helpers at Janney Montgomery Scott LLC have kept building up their good name, quite honestly, by giving help when it is needed and sharing smart money talks with both regular people and big organizations. They really are, in some respects, a long-standing fixture in the world of money advice.
They are, in fact, quite committed to giving people, families, businesses, and even larger groups money suggestions that are made just for them, all with the idea of helping them get to where they want to be with their personal or business money goals. You can, for instance, hear about how this company started, what it aims to do, and how it works with the people it serves by looking at its website. It is, you know, a place where you can get a real sense of their long-term dedication.
A big piece of their recent story involves a special chat where the head of Janney Montgomery Scott shared everything about how KKR, a well-known company, bought them out. This talk also touched on a rather interesting deal for employees to own a piece of the company, especially those who give advice. This means, essentially, that the people who work there have a personal stake in the company's future, which is pretty cool, if you ask me.
The company also keeps a close eye on where it puts its own money, too. For instance, Janney Montgomery Scott LLC recently bought more shares in Delta Air Lines, Inc. They had, as a matter of fact, 161,395 pieces of the transportation company's stock after getting an additional 9,034 shares during that time. This shows, you know, their own involvement in the larger financial picture.
What Does Janney Montgomery Scott Do for People and Businesses?
Janney Montgomery Scott helps people and businesses in a few different ways, you know, kind of like a central hub for money matters. They are a big company that helps with money matters, offering ways to look after your money, assisting businesses in finding funding, and giving suggestions on where to put your funds. This means, in short, they are there whether you are an individual trying to save for retirement or a company looking to grow.
For individuals, they can help you figure out how to manage your personal wealth, perhaps helping you plan for big life events or simply making sure your money is working for you. For businesses, they can assist with getting the money needed for projects or expansions, or even give advice on how to handle the company's funds. It is, to be honest, a broad range of services aimed at making financial life a bit smoother for everyone.
They also make sure that everything they do is done the right way, as they are a part of FINRA. This means they stick to clear rules and ways of doing things, giving you some peace of mind. Their main aim, they say, is to put the people they help right at the very center of all their work, making sure your money goals are their main focus, basically. This approach means they really try to understand what you need before offering any suggestions, which is pretty important.
Getting Your Money in Order with Janney Montgomery Scott
When it comes to getting your money matters sorted, Janney Montgomery Scott offers a few clear paths. You can, for example, find someone who helps with money, see what is happening with money trends, and even check out jobs there. For those already working with them, signing in to your account online is a simple way to handle your Janney account details, move your funds, and get to helpful things and guides, which is really quite convenient.
They are, in fact, a company that follows rules from FINRA, and they are also part of NYSE and SIPC. This means they are connected to some of the big names in the financial world and follow their guidelines, too. Their way of doing things, they say, is to get things done by focusing on the people they help, making sure that your needs come first. This client-focused approach is, in a way, at the very heart of how they operate.
It is worth noting, however, that you cannot place orders on the internet with them. If someone goes to another website from here by clicking a link, just because a link is there does not mean Janney Montgomery Scott LLC says it is good, or that they have checked anything on those other websites. This is, you know, a very important point about how they handle outside connections.
Money products and advice are given by people who are officially allowed to do so, whether they are registered representatives or investment adviser representatives of Janney Montgomery Scott LLC, which is itself an official money adviser. This website, for example, is just for people and investors in places where the money helper is allowed to work. This helps to make sure that the advice you get is from someone who is properly qualified and permitted to assist you, which is obviously a good thing.
How Can You Keep Up with Your Janney Montgomery Scott Account?
Keeping track of your money with Janney Montgomery Scott is made pretty simple, thanks to their online tools. You can, for instance, sign up for Janney's safe online place and also use their phone program to always be able to get in and see your account details and other things. This means, essentially, you have constant access to your information, which is quite useful.
They want you to see how easy, safe, clear, and quick Janney online access is. It is designed to give you peace of mind, knowing your information is protected while still being very easy to get to. This commitment to making things straightforward and secure is, in some respects, a big part of their service. You can, for example, check balances, review transactions, and find important documents whenever you need to, right from your own device.
The goal is to provide a way for you to stay connected to your money information without any fuss. Whether you are at home or out and about, the online system and mobile app are there to help you keep an eye on things. This kind of access, quite honestly, gives you a feeling of being in control of your financial picture, which is what many people really want.
A Look at Janney Montgomery Scott's Reach
Janney Montgomery Scott has a broad reach, with a focus on serving different parts of the country. The Atlanta local place, for instance, is a part of where they work in the Southeast. Rick Ballou, who runs the local office there, is in charge of the work, with an idea for how they will keep getting bigger and stronger in Atlanta and the entire Southeast region. This shows, you know, a clear effort to serve more people in more places.
Their presence is not just about big offices; it is also about the people who make up their teams. Bob, for example, runs Eight Sixty Partners, which is part of Janney Montgomery Scott. He has, as a matter of fact, more than three decades working in this business. He also has the right papers for Series 7, 63, 65, and insurance, meaning he is well-qualified to help people with their money. This kind of experience is, in a way, a big part of what they offer to people.
The company's footprint shows a thoughtful approach to growth, focusing on areas where they can truly make a difference for their clients. By having strong local leadership and experienced professionals, they aim to provide consistent and helpful money advice across different areas. This spread, essentially, helps them reach a wider group of people who might need their services, which is pretty smart.
Who Are Some Key People at Janney Montgomery Scott?
Beyond the general operations, there are specific individuals who play big parts at Janney Montgomery Scott. Rick Ballou, as mentioned, leads the efforts at the Atlanta local place, which is a key part of their Southeast work. His work is all about making sure Janney keeps getting bigger in that area. He is, in some respects, a very important person for their growth in that region.
Then there is Bob, who runs Eight Sixty Partners, a group connected to Janney Montgomery Scott. He has, you know, over 30 years working in the money business, which is a really long time. He also holds all the necessary papers, like Series 7, 63, 65, and insurance licenses, showing his deep knowledge and official standing. His long experience means he has seen a lot in the money world, which is obviously a benefit to clients.
Another important person is Roey, who came to Janney Montgomery Scott LLC in November 2006. He came to look after Janney Retirement Plan Services, often called JRPS, as its manager. These people, and others like them, are the ones who really make the company run, bringing their knowledge and experience to help people with their money questions. They are, essentially, the human face of the company's services.
Janney Montgomery Scott and Retirement Planning
Planning for retirement is a big deal for many people, and Janney Montgomery Scott has a special group dedicated to just that. This group, called Janney Retirement Plan Services, or JRPS, got started way back in 1982. Their main job is to give help to Janney's business clients with their retirement plans, ensuring that employees have good options for their future. This long history with retirement plans shows, you know, a deep understanding of what businesses need.
JRPS is there to support businesses in various ways when it comes to setting up and running retirement plans. They help with looking at how plans are set up, which means making sure the plan fits the company's needs and goals. They also assist with getting and checking offers from different providers, making sure the company gets a good deal. This kind of support is, essentially, very helpful for businesses that might not have the in-house expertise to handle all these details.
Their work also includes being trusted with money decisions, which is a very important role. This means they act in the best interest of the retirement plan participants, making sure the money is handled carefully and responsibly. They also bring a lot of knowledge about the ins and outs of retirement plans, helping to sort out issues that might come up. This comprehensive approach means businesses can feel confident that their retirement plans are in good hands, which is pretty reassuring, if you ask me.
What Kinds of Support Does Janney Montgomery Scott Offer for Retirement Plans?
Janney Montgomery Scott, through its JRPS group, offers a few different kinds of help for retirement plans. First, they assist with looking at how plans are set up. This means they help businesses design retirement plans that make sense for their workers and their company goals. It is, to be honest, a crucial first step in setting up any good plan.
They also help with getting and checking offers from different places that provide retirement services. This makes sure that the business gets the best possible options for their plan. Then, there is the important job of being trusted with money decisions. This means they help make smart choices about where the retirement money goes, always keeping the employees' best interests in mind. This is, essentially, a very big responsibility that they take seriously.
Finally, they bring a lot of knowledge about the ins and outs of retirement plans, and they are good at sorting out issues. If something comes up with a retirement plan, they are there to help fix it. This full range of support means businesses can rely on JRPS for just about anything related to their retirement plans, from setting them up to keeping them running smoothly, which is very helpful, you know.
Janney Montgomery Scott, a company with a long history stretching back to 1832, offers various financial services to both individuals and organizations. They provide wealth management, help businesses find funding, and give investment suggestions. Clients can access their accounts online to manage details, move money, and use helpful tools. The firm is a FINRA member, ensuring they follow industry rules. Recent events include their acquisition by KKR and an employee ownership deal. They also hold investments, like shares in Delta Air Lines. Their online portal and mobile app offer convenient and secure access to account information. Key individuals like Rick Ballou in Atlanta, Bob from Eight Sixty Partners, and Roey leading Janney Retirement Plan Services (JRPS) contribute to their operations. JRPS, started in 1982, helps businesses with retirement plan design, proposal review, money management, and problem-solving, showing a broad commitment to their clients' financial well-being.
Thomas Leary of Janney Montgomery Scott
JP Cummins of Janney Montgomery Scott | Wayne PA
John Fiore of Janney Montgomery Scott LLC | Ligonier PA
