Jessica Suzanne Niles

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

• 09/2015 → Present
  Janney Montgomery Scott Llc
  Saratoga Springs, NY

Previous Registrations

• 2014-01-23 → 2015-09-15
  Morgan Stanley
  Saratoga Springs, NY

Other Businesses

1) The Saratoga Institute; not investment related; 110 Spring Street, Saratoga Springs, NY 12866; Board Member; start date: 07/16/2021; Non-profit in Saratoga Springs NY that helps to assist organizations in the initial stages of becoming a not for profit. I will help choose and review projects under the umbrella of the institute. 2) Wellspring, Malta, NY. Wellspring's mission is to support survivors and engage our community to end relationship and sexual abuse. Board Member: responsible for oversight and governance of the organization. Nonprofit organization, not compensated, 3 hrs./month, not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2014-01-23

Other Names

• Jessica Suzanne Niles
• Jessica Suzanne Niles