Jeffrey Aaron Covitz
Investment adviser representative at Janney Montgomery Scott LLC
11 yearsExperience
3 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
11 years in the industry.
- Janney Montgomery Scott LLCSep 2020 to now
- Epg IncorporatedOct 2017 to Sep 2020
- Stoneham BankSep 2015 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 3 states (MA, ME, 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
- 6901067
- Firm CRD
- 463