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Alexander Jervis Vitek

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.

  1. Janney Montgomery Scott LLCJun 2024 to now
  2. UnemployedFeb 2024 to Jun 2024
  3. Sapling Inc.Aug 2022 to Feb 2024
  4. UnemployedMay 2022 to Aug 2022
  5. Denver Public SchoolsSep 2021 to May 2022
  6. UnemployedJul 2021 to Sep 2021
  7. Talamore Country ClubMar 2021 to Jul 2021
  8. Penny's FlowersNov 2020 to Mar 2021
  9. HydraulaxSep 2020 to Nov 2020
  10. City SquashAug 2019 to Sep 2020
  11. Fordham University (undergraduate Studies)Aug 2016 to May 2020

Exams passed

  • Series 66 · Uniform Combined State Law2026

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
7945127
Firm CRD
463
Advisor's SEC record (opens in a new tab)
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