Conor Staples
Investment adviser representative at Janney Montgomery Scott LLC
15 yearsExperience
2 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
15 years in the industry.
- Houck & Gofus Funeral Home & Cremation Services, Inc.Aug 2024 to now
- Janney Montgomery Scott LLCJan 2022 to now
- The YardMay 2021 to Aug 2021
- The Pennsylvania State University World CampusJan 2021 to May 2022
- UnemployedNov 2020 to Jan 2021
- Tammaro Landscaping and DesignMar 2019 to Nov 2020
- UnemployedOct 2018 to Mar 2019
- Upper Dublin Township Police DepartmentAug 2018 to Oct 2018
- Municipal Police Academy, Montgomery County Community CollegeJan 2018 to Jun 2018
- The Pennsylvania State UniversityJun 2013 to Dec 2016
- Spring Valley YmcaMar 2011 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7494436
- Firm CRD
- 463