Shawna D Norris
Investment adviser representative at Janney Montgomery Scott LLC
13 yearsExperience
2 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
13 years in the industry.
- Janney Montgomery Scott LLCMay 2025 to now
- UnemployedJan 2025 to May 2025
- Choreo, LLCSep 2024 to Jan 2025
- UnemployedJan 2024 to Sep 2024
- Morgan StanleySep 2023 to Jan 2024
- Williamson Wealth GroupJul 2014 to Sep 2023
- Raymond James Financial ServicesSep 2013 to Sep 2023
- Raymond James Financial Services Advisors Inc.Sep 2013 to Sep 2023
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 3165588
- Firm CRD
- 463