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Rayona Bowens

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.

  1. Janney Montgomery Scott LLCOct 2021 to now
  2. Reliance Standard Lif Insurance CompanyMay 2019 to Sep 2021
  3. Philadelphia Insurance CompaniesOct 2017 to May 2019
  4. Philadelphia Federal Credit UnionSep 2015 to Sep 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

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
7450164
Firm CRD
463
Advisor's SEC record (opens in a new tab)
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