Trent Tipton
Investment adviser representative at Janney Montgomery Scott LLC
24 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
24 years in the industry.
- Janney Montgomery Scott LLCJun 2025 to now
- Pine Needles Lodge and Golf ClubJan 2025 to May 2025
- UnemployedAug 2024 to Jan 2025
- Nemacolin Woodlands ResortMay 2023 to Aug 2024
- Unemployed/collegeAug 2022 to May 2023
- New Abany Country ClubMay 2022 to Aug 2022
- Unemplyed/collegeJul 2021 to May 2022
- Golf GalaxyMay 2021 to Jul 2021
- Unemployed/collegeAug 2020 to May 2021
- Foxfire Golf ClubMay 2020 to Aug 2020
- Unemployed/ CollegeFeb 2019 to May 2020
- Dick's Sporting GoodsJul 2018 to Feb 2019
- UnemployedFeb 2001 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8108985
- Firm CRD
- 463