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Jeffrey Aaron Covitz

Janney Montgomery Scott LLC

Boston, MA

CRD 6901067

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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:

Current Employers
Janney Montgomery Scott Llc

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2022-02-14
TX RA APPROVED_RES 2022-02-11
MA RA APPROVED 2020-09-29
  • ME RA
    APPROVED
    Since 2022-02-14
  • TX RA
    APPROVED_RES
    Since 2022-02-11
  • MA RA
    APPROVED
    Since 2020-09-29

Branch Locations

60 State Street Suite 1350, Boston, MA 02109-1803 • 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
Epg Incorporated Wellesley MA 10/2017 09/2020
Stoneham Bank Stoneham MA 09/2015 09/2017
Janney Montgomery Scott Llc Boston MA 09/2020 01/2021
Janney Montgomery Scott Llc Boston MA 01/2021 02/2022
Janney Montgomery Scott Llc Boston MA 02/2022 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-12-29
S65 Uniform Investment Adviser Law Examination 2018-03-31
  • S63 Uniform Securities Agent State Law Examination
    2020-12-29
  • S65 Uniform Investment Adviser Law Examination
    2018-03-31
Other Names
  • Jeffrey Aaron Covitz
  • Jeffrey A Covitz

View on SEC IAPD

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