Grant Thomas Beckley

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → 10/2024
  Lpl Financial, Llc
  Columbus, OH
• 05/2011 → 10/2024
  Stratos Wealth Partners, Ltd
  Columbus, OH
• 10/2024 → Present
  Janney Montgomery Scott Llc
  Cambridge, OH

Previous Registrations

• 2011-06-03 → 2024-10-31
  Stratos Wealth Partners, Ltd
  Columbus, OH
  Columbus, OH
• 2018-06-26 → 2019-02-04
  Lpl Financial Llc
  Columbus, OH
  Cambridge, OH
  Westerville, OH
  London, OH
  London, OH
  Washington Court House, OH
  Washington Court House, OH
• 2008-01-01 → 2011-05-31
  Wells Fargo Clearing Services, Llc
  Columbus, OH
• 2000-03-24 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Columbus, OH
  Columbus, OH
  St. Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-21
• S63 Uniform Securities Agent State Law Examination
  2000-04-13