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Jean Elizabeth Phelps

Janney Montgomery Scott LLC

Hudson, OH

CRD 4044251

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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

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-09
  • OH RA
    APPROVED
    Since 2026-03-09

Branch Locations

1742 Georgetown Road Suite H, Hudson, OH 44236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. Hudson OH 09/2007 03/2026
Janney Montgomery Scott Llc Hudson OH 03/2026 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-02-22
  • S63 Uniform Securities Agent State Law Examination
    2000-02-22
Other Names
  • Jean Elizabeth Schmicher
  • Jean Elizabeth Schmicher

View on SEC IAPD

Nearby Firms

ELLSWORTH ADVISORS, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

CHRISTOPHER MICHAEL PRADO
Cameron Shields Miele
MICHELLE MARIE SCHWAB

Nearby Offices

ELLSWORTH ADVISORS, LLC · HUDSON, OH
LPL FINANCIAL LLC · HUDSON, OH
WELLS FARGO CLEARING SERVICES, LLC · HUDSON, OH

More in Hudson, OH

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