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James Robert Laurenzi

Janney Montgomery Scott LLC

Yardley, PA

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Current Employers
Janney Montgomery Scott Llc

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-08-05
  • PA RA
    APPROVED
    Since 2024-08-05

Branch Locations

1010 Stony Hill Road Suite 300, Yardley, PA 19067 • 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
Saint Albert The Great School Huntingdon Valley PA 06/2014 09/2022
Janney Montgomery Scott Yardley PA 01/2023 08/2024
Temple University Philadelphia PA 08/2018 05/2022
Studying For Cfp Exam Philadelphia PA 09/2022 11/2022
Janney Montgomery Scott Llc Newtown PA 08/2024 10/2025
Janney Montgomery Scott Llc Newtown PA 10/2025 Present
  • 06/2014 → 09/2022
    Saint Albert The Great School
    Huntingdon Valley, PA
  • 01/2023 → 08/2024
    Janney Montgomery Scott
    Yardley, PA
  • 08/2018 → 05/2022
    Temple University
    Philadelphia, PA
  • 09/2022 → 11/2022
    Studying For Cfp Exam
    Philadelphia, PA
  • 08/2024 → 10/2025
    Janney Montgomery Scott Llc
    Newtown, PA
  • 10/2025 → Present
    Janney Montgomery Scott Llc
    Newtown, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-05
  • S66 Uniform Combined State Law Examination
    2024-08-05
Other Names
  • James Laurenzi

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Yardley, PA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · YARDLEY, PA
OSAIC WEALTH, INC. · YARDLEY, PA
MML INVESTORS SERVICES, LLC · Yardley, PA
VENTURA WEALTH MANAGEMENT · YARDLEY, PA
LPL FINANCIAL LLC · YARDLEY, PA
ALLSTATE FINANCIAL ADVISORS, LLC · Yardley, PA
CROSSOVER CAPITAL · YARDLEY, PA

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