Jackson M Klingenberg
Investment adviser representative at Janney Montgomery Scott LLC
10 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
10 years in the industry.
- Janney Montgomery Scott LLCJan 2024 to now
- Liberty UniversityAug 2023 to Dec 2023
- Janney Montgomery Scott LLCJun 2023 to Aug 2023
- Coppermine PantherplexDec 2022 to Aug 2023
- Liberty UniversityAug 2022 to May 2023
- Piney Branch Golf ClubMay 2022 to Aug 2022
- Liberty UniversityAug 2021 to May 2022
- Piney Branch Golf ClubMar 2021 to Aug 2021
- Manchester Valley High SchoolAug 2020 to Jun 2021
- Piney Branch Golf ClubJun 2020 to Nov 2020
- Manchester Valley High SchoolAug 2019 to Jun 2020
- Piney Branch Golf ClubJun 2019 to Aug 2019
- North Carroll Middle School/manchester Valley High SchoolApr 2014 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7754094
- Firm CRD
- 463