William Joseph Dynan
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.
- Janney Montgomery Scott LLCMay 2022 to now
- Bank of AmericaSep 2018 to May 2022
- UnemployedJun 2018 to Sep 2018
- JPMorgan ChaseJul 2017 to Jun 2018
- State Street CorporationFeb 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7561220
- Firm CRD
- 463