Jonathan Kent Ganzert

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

• 07/2005 → Present
  Janney Montgomery Scott Llc
  Philadelphia, PA

Previous Registrations

• 2005-03-16 → 2005-07-29
  Ubs Financial Services Inc.
  Charlotte, NC

Other Businesses

Village of Morrocroft Homeowners Association, 4530 Park Road, Charlotte, NC; Not investment related; Nature: Homeowners Association; Title/Position: Board Member; Duties: Board management decisions as related to the Village of Morrocroft Homeowners Association common areas and neighborhood; Devotes 1 hour/month; Not compensated.

Exams

• S66 Uniform Combined State Law Examination
  2005-03-15
• S63 Uniform Securities Agent State Law Examination
  1990-07-27

Other Names

• Kent Ganzert