Joshua David Loud
Investment adviser representative at Janney Montgomery Scott LLC
11 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
11 years in the industry.
- Janney Montgomery Scott LLCJun 2024 to now
- Raymond James and Associates, IncSep 2019 to Jun 2024
- UnemployedMay 2019 to Sep 2019
- GrizzfitNov 2016 to Aug 2018
- Rhodes CollegeAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7174222
- Firm CRD
- 463