Jody Boyer
Investment adviser representative at Janney Montgomery Scott LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$110.1BFirm assets
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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
12 years in the industry.
- Janney Montgomery Scott LLCAug 2022 to now
- UnemployedJun 2022 to Aug 2022
- Big Oyster BreweryJun 2021 to Aug 2021
- Financial Growth PartnersApr 2021 to Jun 2022
- Kent Construction CompanyMay 2020 to Aug 2020
- Blue Hen RestaurantJun 2019 to Aug 2019
- Shippensburg UniversityAug 2018 to May 2022
- Blue Hen RestaurantJun 2018 to Aug 2018
- Bonkey's Ice CreamAug 2017 to Aug 2017
- Unemployed / Highschool StudentSep 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (DE, 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
- 7611654
- Firm CRD
- 463