David Paul Lojpersberger
Investment adviser representative at Janney Montgomery Scott LLC
17 yearsExperience
4 statesRegistered in
$110.1BFirm assets
55 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Janney Montgomery Scott LLCDec 2025 to now
- UBS Financial Services, Inc.Aug 2023 to Nov 2025
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2023
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 4 states (FL, NJ, PA, TX).
Janney Montgomery Scott LLC
$110.1BAssets managed
243,808Clients
1,341Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2562047
- Firm CRD
- 463