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Lars W Halverson

Janney Montgomery Scott LLC

Atlanta, GA

CRD 7918153

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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
GA RA APPROVED 2024-11-15
  • GA RA
    APPROVED
    Since 2024-11-15

Branch Locations

3560 Lenox Road Ne Suite 1100, Atlanta, GA 30326 • 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
Janney Montgomery Scott Atlanta GA 06/2024 12/2024
Salesforce Atlanta GA 02/2022 07/2023
Reynolds American Inc Indianapolis IN 06/2021 01/2022
Reynolds American Winston Salem NC 06/2020 08/2020
Ace Hardware Winston Salem NC 06/2018 08/2018
Unemployed Atlanta GA 08/2023 05/2024
Student Greenville SC 01/2014 05/2021
Janney Montgomery Scott Llc Atlanta GA 12/2024 Present
  • 06/2024 → 12/2024
    Janney Montgomery Scott
    Atlanta, GA
  • 02/2022 → 07/2023
    Salesforce
    Atlanta, GA
  • 06/2021 → 01/2022
    Reynolds American Inc
    Indianapolis, IN
  • 06/2020 → 08/2020
    Reynolds American
    Winston Salem, NC
  • 06/2018 → 08/2018
    Ace Hardware
    Winston Salem, NC
  • 08/2023 → 05/2024
    Unemployed
    Atlanta, GA
  • 01/2014 → 05/2021
    Student
    Greenville, SC
  • 12/2024 → Present
    Janney Montgomery Scott Llc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-13
S63 Uniform Securities Agent State Law Examination 2024-03-02
  • S65 Uniform Investment Adviser Law Examination
    2024-11-13
  • S63 Uniform Securities Agent State Law Examination
    2024-03-02

View on SEC IAPD

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