Alexander Jervis Vitek

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

• 08/2019 → 09/2020
  City Squash
  Bronx, NY
• 09/2020 → 11/2020
  Hydraulax
  Philadelphia, PA
• 11/2020 → 03/2021
  Penny's Flowers
  Glenside, PA
• 03/2021 → 07/2021
  Talamore Country Club
  Ambler, PA
• 09/2021 → 05/2022
  Denver Public Schools
  Denver, CO
• 08/2022 → 02/2024
  Sapling Inc.
  Warminster, PA
• 06/2024 → Present
  Janney Montgomery Scott Llc
  Philadelphia, PA
• 08/2016 → 05/2020
  Fordham University (Undergraduate Studies)
  Bronx, NY
• 07/2021 → 09/2021
  Unemployed
  Denver, CO
• 05/2022 → 08/2022
  Unemployed
  Philadelphia, PA
• 02/2024 → 06/2024
  Unemployed
  Philadelphia, PA

Other Businesses

I help my dad with a company called Liquidate My Yard that helps junkyards sell vintage cars

Exams

• S66 Uniform Combined State Law Examination
  2026-05-09

Other Names

• Alex Vitek