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Jenna Rachel Fiore

Janney Montgomery Scott LLC

Glastonbury, CT

Wells Fargo Clearing Services, LLC

Bloomfield, CT

Hartford, CT

Rocky Hill, CT

Purchase, NY

CRD 6099606

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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
CT RA APPROVED 2026-08-21
NY RA APPROVED 2026-08-21
TX RA APPROVED 2026-08-21
  • CT RA
    APPROVED
    Since 2026-08-21
  • NY RA
    APPROVED
    Since 2026-08-21
  • TX RA
    APPROVED
    Since 2026-08-21

Branch Locations

95 Glastonbury Boulevard Suite 404, Glastonbury, CT 06033 • United States

Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-05-12
TX RA APPROVED_RES 2018-09-28
CT RA APPROVED 2015-08-03
  • NY RA
    APPROVED
    Since 2022-05-12
  • TX RA
    APPROVED_RES
    Since 2018-09-28
  • CT RA
    APPROVED
    Since 2015-08-03

Branch Locations

44 Jerome Ave, Bloomfield, CT 06002 • United States

30 State House Square, Hartford, CT 06103 • United States

1030 Elm St, Rocky Hill, CT 06067 • United States

2500 Westchester Ave Ste 201 [C3-Rbo], Purchase, NY 10577 • 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
Wells Fargo Advisors, Llc Norwalk CT 07/2015 11/2016
Wells Fargo Clearing Services, Llc Norwalk CT 11/2016 08/2026
Janney Montgomery Scott Llc Glastonbury CT 08/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-28
S63 Uniform Securities Agent State Law Examination 2014-07-24
  • S65 Uniform Investment Adviser Law Examination
    2014-11-28
  • S63 Uniform Securities Agent State Law Examination
    2014-07-24

View on SEC IAPD

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USI SECURITIES, INC. · GLASTONBURY, CT
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