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April Grace Pearson

Janney Montgomery Scott LLC

Stuart, FL

CRD 5107536

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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 2025-10-23
  • FL RA
    APPROVED
    Since 2025-10-23

Branch Locations

309 Se Osceola Street Suite 207/208, Stuart, FL 34994 • 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
Ubs Financial Services Inc. Stuart FL 01/2006 09/2016
Janney Montgomery Scott Llc Stuart FL 09/2016 04/2025
Janney Montgomery Scott Llc Stuart FL 04/2025 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-22
  • S66 Uniform Combined State Law Examination
    2025-10-22
Other Names
  • April Grace Pearson
  • April Grace Boser

View on SEC IAPD

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