Robert Rosema
Investment adviser representative at Janney Montgomery Scott LLC
10 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
10 years in the industry.
- Janney Montgomery Scott LLCMay 2025 to now
- Taylormade Golf CompanyFeb 2025 to now
- J.P. Morgan Securities, LLCAug 2021 to May 2025
- JP Morgan Chase Bank, N.A.Aug 2021 to May 2025
- The Vineyard At Hershey LLCNov 2020 to May 2021
- West Shore Young ProfessionalsJul 2020 to May 2025
- Bank of America, N.A.Oct 2018 to Aug 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to Aug 2021
- PNC InvestmentsSep 2016 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (DE, 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
- 6713069
- Firm CRD
- 463