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George B Harris

Investment adviser representative at Janney Montgomery Scott LLC
19 yearsExperience
51 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

19 years in the industry.

  1. Janney Montgomery Scott LLCJul 2025 to now
  2. BNY Mellon Advisors, Inc.Jun 2023 to Apr 2025
  3. BNY Mellon Securities CorporationFeb 2019 to Apr 2025
  4. Pershing LLCFeb 2019 to Mar 2024
  5. Lockwood Advisors Inc.Feb 2019 to Jun 2023
  6. Morgan StanleyOct 2007 to Feb 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 51 states (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV, WY).

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
5446103
Firm CRD
463
Advisor's SEC record (opens in a new tab)
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