Joseph Peter Vilsack
Investment adviser representative at Janney Montgomery Scott LLC
14 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
14 years in the industry.
- Janney Montgomery Scott LLCDec 2025 to now
- Aquaphoenix ScientificNov 2024 to Nov 2025
- MonographApr 2024 to Nov 2024
- Bqe SoftwareSep 2023 to Apr 2024
- Niche.comJul 2021 to Sep 2023
- Automatic Data ProcessingApr 2018 to Jun 2021
- Roadrunner RecyclingJul 2017 to Mar 2018
- DefendersMar 2017 to Jul 2017
- Student At Indiana University of PennsylvaniaAug 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 6637594
- Firm CRD
- 463