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Jessica Jo Meek

Janney Montgomery Scott LLC

Beaver, PA

CRD 6192639

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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
NJ RA APPROVED 2021-05-11
OH RA APPROVED 2021-05-10
TX RA APPROVED_RES 2021-05-10
PA RA APPROVED 2014-11-03
  • NJ RA
    APPROVED
    Since 2021-05-11
  • OH RA
    APPROVED
    Since 2021-05-10
  • TX RA
    APPROVED_RES
    Since 2021-05-10
  • PA RA
    APPROVED
    Since 2014-11-03

Branch Locations

1337 Third Street, Beaver, PA 15009-2531 • 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 Beaver PA 05/2013 12/2020
Janney Montgomery Scott Llc Beaver PA 12/2020 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-03
  • S66 Uniform Combined State Law Examination
    2014-11-03
Other Names
  • Jessica Ellefson

View on SEC IAPD

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