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Chase Franklin Alcorn

Investment adviser representative at Janney Montgomery Scott LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$110.1BFirm assets

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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.

  1. Janney Montgomery Scott LLCFeb 2021 to now
  2. LPL Financial LLCOct 2018 to Feb 2021
  3. Hefren-tillotsonJun 2018 to Aug 2018
  4. Clarion University of PennsylvaniaAug 2015 to May 2019
  5. WalmartFeb 2015 to Apr 2019

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 2 states (PA, 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
7036759
Firm CRD
463
Advisor's SEC record (opens in a new tab)
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