Anas Shraim

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

• 12/2013 → 12/2018
  J.P. Morgan Securities Llc
  Newark, DE
• 11/2013 → 12/2018
  Jpmorgan Chase Bank Na
  Newark, DE
• 07/2016 → 03/2017
  Uber
  Philadelphia, PA
• 08/2020 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 12/2018 → 05/2019
  Alphastaff Group, Inc - Contracted To Metropolitan Invesment
  Ft Lauderdale, FL
• 05/2019 → 08/2020
  Unemployed
  Miami, FL
• 10/2020 → 11/2021
  Bank Of America N.A.
  Pennington, NJ
• 11/2021 → 02/2025
  Janney Montgomery Scott Llc
  Philadelphia, PA
• 02/2025 → 02/2026
  Janney Montgomery Scott Llc
  Philadelphia, PA
• 02/2026 → Present
  Janney Montgomery Scott Llc
  Philadelphia, PA

Previous Registrations

• 2020-11-04 → 2021-11-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  New York, NY
  Pennington, NJ
  Pennington, NJ
  Riverside, RI
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2020-10-14
• S63 Uniform Securities Agent State Law Examination
  2014-02-03