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Matthew R. Hager

Janney Montgomery Scott LLC

St. Petersburg, FL

Cincinnati, OH

CRD 6512387

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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
FL RA APPROVED 2024-11-18
OH RA APPROVED 2024-11-01
  • FL RA
    APPROVED
    Since 2024-11-18
  • OH RA
    APPROVED
    Since 2024-11-01

Branch Locations

333 3Rd Avenue North Suite 300B, St. Petersburg, FL 33701 • United States

8044 Montgomery Road Suite 415, Cincinnati, OH 45236 • 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
Raymond James & Associates, Inc. Cincinnati OH 07/2017 Present
Ipsos Insights Cincinnati OH 01/2016 06/2017
Raymond James & Associates, Inc. Tampa FL 04/2022 10/2024
Janney Montgomery Scott Llc Cincinnati OH 10/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-10
  • S66 Uniform Combined State Law Examination
    2017-10-10
Other Names
  • Matthew Hager

View on SEC IAPD

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