Jake Thomas

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

• 04/2022 → 09/2022
  Janney Montgomery Scott Llc
  Garden City, NY
• 08/2018 → 03/2022
  1Vision Sports & Entertainment
  Merrick, NY
• 12/2018 → Present
  Prospect Sports
  Farmingdale, NY
• 06/2015 → 07/2018
  Toronto Blue Jays
  Toronto
• 09/2022 → 03/2025
  Janney Montgomery Scott Llc
  Garden City, NY
• 03/2025 → Present
  Janney Montgomery Scott Llc
  Garden City, NY

Other Businesses

Joe Namath Foundation, New York, NY. Committee Member (06/2026) - support volunteer, advisory and operation of the Foundation. Not investment related, not compensated, 2 hours/month

Exams

• S66 Uniform Combined State Law Examination
  2022-08-28

Designations

• Certified Financial Planner