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Kevin Reed

Executive Officer at Janney Montgomery Scott

Broker registration; no current adviser registrationSEC record checked 17 October 2026

0
Past adviser firms
8
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Kevin Reed is Executive Officer of Janney Montgomery Scott LLC, a Philadelphia investment adviser managing $110B. Kevin Reed has a current broker registration and no current investment-adviser registration and has passed 8 licensing exams.

Role at Janney Montgomery Scott

Title on Schedule A
Executive Officer
Control
Kevin Reed is a control person of Janney Montgomery Scott.
Ownership
An individual ownership band is not available in the source record.
Tenure
Kevin Reed has held the filed role since January 2023.

The firm

Janney Montgomery Scott LLC
Philadelphia, PA

Form ADV filed 30 June 2026

$110B AUM243,808 clients1,614 advisers26 offices

Career on record

Firms and exams, newest first
  1. Passed Series 52TO · 2025
  2. Passed Series 79TO and Series 99TO · 2023
  3. Passed SIE · 2018
  4. Passed Series 53 · 2006
  5. Passed Series 24 · 2005
  6. Passed Series 63 · 2001
  7. Passed Series 7 · 1997

Registrations and exams

Broker registration; no current adviser registration. Kevin Reed has passed 8 qualifying exams.

Examinations

Series 6330 July 2001
Name
Uniform Securities Agent State Law Examination
Series 5313 February 2006
Name
Municipal Securities Principal Examination
Series 249 March 2005
Name
General Securities Principal Examination
Series 52TO25 September 2025
Name
Municipal Securities Representative Examination
Series 79TO2 January 2023
Name
Investment Banking Registered Representative Examination
Series 99TO2 January 2023
Name
Operations Professional Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 721 February 1997
Name
General Securities Representative Examination

Individual record

Full name
Kevin Jude Reed
CRD
2105832
Registration status
Broker registration; no current adviser registration
Firm bio
janney.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Kevin Reed is President of Janney’s Private Client Group and a member of the Executive Leadership Team. Before this role, he led Janney’s wealth management organization. Official firm biography

Education

  • He earned a B.S. in Finance from Colorado State University and a Master of Finance from Penn State University.Official firm biography

Common questions

Where does Kevin Reed work?

Kevin Reed has been Executive Officer of Janney Montgomery Scott LLC since January 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 June 2026

Does Kevin Reed have a current investment-adviser registration?

Kevin Reed has a current broker registration and no current investment-adviser registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Kevin Reed passed?

Kevin Reed has passed 8 licensing exams: the Series 7, Series 63, Series 24, Series 53, SIE, Series 79TO, Series 99TO and Series 52TO. The earliest, the Series 7, was passed in February 1997.

Source: IAPD individual record, checked 17 October 2026

Leadership at Janney Montgomery Scott

Sources

  1. IAPD individual record, CRD 2105832. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Janney Montgomery Scott LLC, filed 30 June 2026. Title, control and ownership bands.
  3. Janney Montgomery Scott team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Kevin Reed or Janney Montgomery Scott LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.