Craig Mcgovern

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

• 09/2009 → 12/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bridgewater, NJ
• 12/2009 → 12/2016
  Bank Of America, N.A.
  Bridgewater, NJ
• 12/2016 → Present
  Janney Montgomery Scott Llc
  New Hope, PA

Previous Registrations

• 2009-11-06 → 2016-12-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bridgewater, NJ
  Flemington, NJ

Other Businesses

1) The Hun School of Princeton; Investment related; 176 Edgerstoune Rd, Princeton, NJ 08450; Private Coeducation college preparatory school; Investment Committee member; Start date:11/09/2001; 3 hrs month/ .02 hrs trading day; Sit on the Investment Committee that oversees the endowment for the school

Exams

• S66 Uniform Combined State Law Examination
  2009-11-05

Designations

• Certified Financial Planner

Other Names

• Craig John Mcgovern
• Craig John Mcgovern