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Julia Anne Soranno

Janney Montgomery Scott LLC

Philadelphia, PA

CRD 7123208

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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
PA RA APPROVED 2026-05-28
TX RA APPROVED 2026-05-28
  • PA RA
    APPROVED
    Since 2026-05-28
  • TX RA
    APPROVED
    Since 2026-05-28

Branch Locations

1717 Arch Street, Philadelphia, PA 19103 • 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
Janney Montgomery Scott Llc Philadelphia PA 05/2026 07/2026
Lincoln Investment Fort Washington PA 11/2020 04/2021
Lincoln Investment Fort Washington PA 05/2019 06/2020
Lincoln Investment Fort Washington PA 06/2020 11/2020
Syracuse University Syracuse NY 06/2016 05/2020
Lincoln Investment Fort Washington PA 04/2021 05/2026
Capital Analysts Fort Washington PA 04/2021 05/2026
Janney Montgomery Scott Llc Philadelphia PA 07/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-09
  • S66 Uniform Combined State Law Examination
    2021-04-09

View on SEC IAPD

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