Conor Staples

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

• 01/2022 → Present
  Janney Montgomery Scott Llc
  Royersford, PA
• 05/2021 → 08/2021
  The Yard
  Spring City, PA
• 01/2021 → 05/2022
  The Pennsylvania State University World Campus
  University Park, PA
• 11/2020 → 01/2021
  Unemployed
  Phoenixville, PA
• 03/2019 → 11/2020
  Tammaro Landscaping And Design
  Pottstown, PA
• 10/2018 → 03/2019
  Unemployed
  Phoenixville, PA
• 08/2018 → 10/2018
  Upper Dublin Township Police Department
  Upper Dublin, PA
• 03/2011 → 08/2018
  Spring Valley Ymca
  Royersford, PA
• 06/2013 → 12/2016
  The Pennsylvania State University
  University Park, PA
• 01/2018 → 06/2018
  Municipal Police Academy, Montgomery County Community College
  Blue Bell, PA
• 08/2024 → Present
  Houck & Gofus Funeral Home & Cremation Services, Inc.
  Pottstown, PA

Other Businesses

Spring-Ford Chamber of Commerce, Limerick, PA. Board Member/Secretary (01/2023) - Participate in monthly meetings, invitation events, and ribbon cutting ceremonies. Review financials and vote to approve the annual budget, along with recruiting efforts. Maintain full and accurate records of Board meetings including minutes, attendance, and agendas. Distribute timely information to the Board members and ensure proper communication. Not investment related, not compensated, 3 hours/month.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-18