Mark Edward Popp

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

• 09/2018 → 01/2019
  Janney Montgomery Scott Llc
  Syracuse, NY
• 04/2011 → 09/2018
  Self-Employed
  Syracuse, NY
• 01/2019 → 09/2022
  Janney Montgomery Scott Llc
  Syracuse, NY
• 09/2022 → 11/2022
  Janney Montgomery Scott Llc
  Syracuse, NY
• 11/2022 → 10/2024
  Janney Montgomery Scott Llc
  Sryacuse, NY
• 10/2024 → Present
  Janney Montgomery Scott Llc
  Syracuse, NY

Other Businesses

1) McMahon Ryan Child Advocacy Center; not investment related; 601 East Genesee Street, Syracuse, NY 13202; Non-Profit Organization; Co-Chair of Annual Fundraiser Event: "Kick Off 4 Kids". Start date 08/09/2021; 5hrs month/0hrs during trading day; Assist with Planning and Fund Raising 2) Rotary Club of Camillus; not investment related; 4131 West Genesee Street, Camillus, NY 13031; Fraternal Organization; Member; start date: 08/24/2021; 2 hrs per month; Regular Member contributing to periodically assisting those in need. Attend periodic meeting of and participate in the Rotary Club of Camillus. Volunteer to contribute and assist with it's mission of helping support those in need. 3) Westhill Educational Foundation, Syracuse, NY. Grants in Westhill School District to help further education of students throughout the district. Board Member (09/2023) - help make decisions on issuing Grants to those applying, all for District Educational Purposes. Not compensated, not investment related, 3 hours per month. 4. McMahon Ryan Child Advocacy Center, Syracuse, NY. General Board member and Secretary (09/2022). Not investment related, not compensated, 4 hours/month.

Exams

• S66 Uniform Combined State Law Examination
  2018-11-01

Designations

• Certified Financial Planner