Elizabeth Anne Young

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

• 09/2014 → 09/2016
  Deloitte And Touche
  Tampa, FL
• 10/2016 → 06/2020
  Raymond James & Associates, Inc.
  West Palm Beach, FL
• 01/2017 → 02/2018
  Volunteer Income Tax Assistance
  Jupiter, FL
• 06/2020 → Present
  Janney Montgomery Scott Llc
  Palm Beach, FL

Previous Registrations

• 2017-04-27 → 2020-06-26
  Raymond James & Associates, Inc.
  West Palm Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2017-04-24

Other Names

• Elizabeth Young