Renee Jean Giles

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

• 07/1994 → 03/2018
  Raymond James And Associates
  Battle Creek, MI
• 03/2018 → Present
  Janney Montgomery Scott Llc
  Battle Creek, MI

Previous Registrations

• 2012-11-27 → 2018-03-13
  Raymond James & Associates, Inc.
  Battle Creek, MI
  Battle Creek, MI

Other Businesses

1) Notary; I am a notary and need to renew my notary by 11/21/2019; 3494 Capital Ave. SW, Battle Creek, MI 49015; start date 11/01/1999; 0.50hr/month; 0.10hr/day; Investment-related

Exams

• S66 Uniform Combined State Law Examination
  2012-11-20

Other Names

• Renee Jean Hurd
• Renee Jean Kenney
• Renee Jean Hurd