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Jeffrey Allen Schnee

Janney Montgomery Scott LLC

Boca Raton, FL

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Current Employers
Janney Montgomery Scott Llc

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2009-09-02
NC RA APPROVED 2008-10-23
TX RA APPROVED_RES 2008-10-10
NJ RA APPROVED 2008-10-03
FL RA APPROVED 2005-05-18
  • CA RA
    APPROVED
    Since 2009-09-02
  • NC RA
    APPROVED
    Since 2008-10-23
  • TX RA
    APPROVED_RES
    Since 2008-10-10
  • NJ RA
    APPROVED
    Since 2008-10-03
  • FL RA
    APPROVED
    Since 2005-05-18

Branch Locations

2385 Nw Executive Center Drive Suite 200, Boca Raton, FL 33431 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Janney Montgomery Scott Llc Boca Raton FL 01/2003 Present
Alphasights New York NY 04/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-05-07
S63 Uniform Securities Agent State Law Examination 1984-03-15
  • S65 Uniform Investment Adviser Law Examination
    2005-05-07
  • S63 Uniform Securities Agent State Law Examination
    1984-03-15

View on SEC IAPD

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