Matthew Luke
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 LLCAug 2025 to now
- Southeast RetailAug 2023 to Aug 2025
- Bottles Beverage LLCJul 2023 to Aug 2023
- N/aApr 2023 to Jul 2023
- Clemson Wine BarMay 2021 to Apr 2023
- Clemson UniversityJan 2021 to May 2023
- EverlanOct 2020 to May 2021
- Tri-county Technical CollegeMay 2020 to Dec 2020
- Mvhp LLCApr 2020 to Oct 2020
- Ymca of WncFeb 2019 to Mar 2020
- N/aSep 2018 to Feb 2019
- Clemson University One BuildingMay 2017 to Aug 2017
- Clemson UniversityAug 2015 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 8147000
- Firm CRD
- 463