Jared Evan Katzman
Investment adviser representative at Janney Montgomery Scott LLC
17 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
17 years in the industry.
- Janney Montgomery Scott LLCMar 2026 to now
- J.P. Morgan Securities LLCSep 2023 to Jan 2026
- JPMorgan Chase Bank, N.A.Jun 2023 to Jan 2026
- First Republic Investment Management, Inc.May 2020 to Sep 2023
- First Republic Securities Company, LLCMay 2020 to Sep 2023
- Morgan Stanley Private Bank, National AssociationJan 2015 to May 2020
- Morgan Stanley Smith BarneyDec 2009 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 5679696
- Firm CRD
- 463