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Jocelyn Thomas Nedumcheril

Investment adviser representative at Janney Montgomery Scott LLC
12 yearsExperience
1 stateRegistered 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

12 years in the industry.

  1. Janney Montgomery Scott LLCJan 2019 to now
  2. Resource Securities, Inc.Sep 2017 to Jan 2019
  3. Mcadam LLCOct 2014 to Sep 2017
  4. Purshe Kaplan Sterling InvestmentsOct 2014 to Sep 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 1 state (PA).

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
6383497
Firm CRD
463
Advisor's SEC record (opens in a new tab)
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