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Joshua David Hogan

Investment adviser representative at Janney Montgomery Scott LLC
10 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

10 years in the industry.

  1. Janney Montgomery Scott LLCSep 2021 to now
  2. The Prudential Insurance Company of AmericaApr 2021 to Sep 2021
  3. Pruco Securities LLCNov 2020 to Sep 2021
  4. N/aJun 2020 to Aug 2020
  5. Liberty UniversityJan 2019 to May 2020
  6. Messiah CollegeAug 2016 to Dec 2018
  7. StaplesAug 2016 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2021

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
7313573
Firm CRD
463
Advisor's SEC record (opens in a new tab)
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