Philip George Blumel

Employer firm

Janney Montgomery Scott LLC CRD 463

$110B regulatory AUM 1,031 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Janney Montgomery Scott Llc

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-07-30
FL	RA	APPROVED	2021-07-29

TX RA
APPROVED_RES

Since 2021-07-30
FL RA
APPROVED

Since 2021-07-29

Branch Locations

3001 Pga Boulevard Suite 200, Palm Beach Gardens, FL 33410 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Raymond James & Associates, Inc.	W Palm Beach	FL	10/1996	07/2021
Janney Montgomery Scott Llc	Palm Beach Gardens	FL	07/2021	Present

10/1996 → 07/2021

Raymond James & Associates, Inc.

W Palm Beach, FL
07/2021 → Present

Janney Montgomery Scott Llc

Palm Beach Gardens, FL

Previous Registrations

1996-12-17 → 2021-08-03

Raymond James & Associates, Inc.

W Palm Beach, FL

West Palm Beach, FL

Palm Beach Gardens, FL

Other Businesses

1) U.S. Term Limits, Washington, DC, Single-issue advocacy group, non-profit. President, Duties: Public speaking, board member, primary contact with executive director. Not compensated, 8 hrs./month, investment-related, 09/2007.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1996-12-23

S63 Uniform Securities Agent State Law Examination

1996-12-23

Designations

Certified Financial Planner

Other Names

Phil Blumel
Philip Blumel

View on SEC IAPD