Trent Tipton

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

• 07/2018 → 02/2019
  Dick's Sporting Goods
  Grove City, OH
• 05/2020 → 08/2020
  Foxfire Golf Club
  Lockbourne, OH
• 05/2021 → 07/2021
  Golf Galaxy
  Dublin, OH
• 05/2022 → 08/2022
  New Abany Country Club
  New Albany, OH
• 05/2023 → 08/2024
  Nemacolin Woodlands Resort
  Farmington, PA
• 01/2025 → 05/2025
  Pine Needles Lodge And Golf Club
  Southern Pines, NC
• 02/2001 → 07/2018
  Unemployed
  Orient, OH
• 08/2024 → 01/2025
  Unemployed
  Pinehurst, NC
• 02/2019 → 05/2020
  Unemployed/ College
  Orient, OH
• 08/2020 → 05/2021
  Unemployed/College
  Orient, OH
• 07/2021 → 05/2022
  Unemplyed/College
  Grove City, OH
• 08/2022 → 05/2023
  Unemployed/College
  Grove City, OH
• 06/2025 → 12/2025
  Janney Montgomery Scott
  Wexford, PA
• 12/2025 → Present
  Janney Montgomery Scott Llc
  Wexford, PA

Exams

• S66 Uniform Combined State Law Examination
  2025-10-03

Other Names

• Trent Joseph Tipton