{"url":"https://nivawealth.com/firms/janney-montgomery-scott-463","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/463","regulatoryAum":110113690076,"crd":"463","secFileNumber":"801-7258","legalName":"Janney Montgomery Scott LLC","displayName":"Janney Montgomery Scott","website":"http://www.janney.com","linkedinUrl":"https://www.linkedin.com/company/janney-montgomery-scott/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1717 Arch Street","city":"Philadelphia","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19103"},"tradeNames":[],"registration":{"secApproved":"8 March 1971","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":2404,"advisory":1614,"brokerDealerReps":1525,"insuranceAgents":1062,"promoters":18},"aum":{"discretionary":76213694173,"discretionaryAccounts":187981,"nonDiscretionary":33899995903,"nonDiscretionaryAccounts":55827,"wrapProgram":104420109294,"nonUsClientsPct":0,"nonAumClients":1031},"clientTypes":[{"label":"Individuals (other than HNW)","clients":139021,"regulatoryAum":21060208234},{"label":"High-net-worth individuals","clients":100743,"regulatoryAum":76460262772},{"label":"Pension and profit-sharing plans","clients":664,"regulatoryAum":7043418173},{"label":"Charitable organizations","clients":1810,"regulatoryAum":2134400387},{"label":"State or municipal government entities","clients":145,"regulatoryAum":717291350},{"label":"Corporations and other businesses","clients":1425,"regulatoryAum":2698109160}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Janney Montgomery Scott has custody of $104.09B for 243,528 clients.","otherCustodians":[],"leadership":[{"name":"Anthony Matthew Miller","title":"Director, President and CEO","crd":"4597116"},{"name":"Michael J Hricko","title":"Chief Financial Officer","crd":"4509746"},{"name":"Brett Stephan Riggi","title":"Chief Operating Officer","crd":"4462496"},{"name":"Caroline Kathryne Hall","title":"Chief Compliance Officer","crd":"6342772"},{"name":"Daneen Elizabeth Downey","title":"Deputy General Counsel","crd":"4758790"},{"name":"Christopher Fusco","title":"ROSFP","crd":"5858082"},{"name":"Jessica Ellen Lempa","title":"Ia CCO","crd":"5276453"},{"name":"Gregory Burns McShea","title":"General Counsel","crd":"2870963"},{"name":"David Michael Mullan","title":"Principal Operations Officer","crd":"2739186"},{"name":"Kevin Jude Reed","title":"Executive Officer","crd":"2105832"}],"ownership":[{"label":"June Purchaser LLC","detail":"Owner in the 75% or more ownership band and a control person, since November 2024."},{"label":"June Holdco, LLC","detail":"Indirect owner: a active of June Purchaser LLC in the 75% or more band and a control person, since November 2024.","parent":"June Purchaser LLC"},{"label":"June Intermediate, LLC","detail":"Indirect owner: a active of June Holdco, LLC in the 75% or more band and a control person, since November 2024.","parent":"June Holdco, LLC"},{"label":"June Topco, LLC","detail":"Indirect owner: a active of June Intermediate, LLC in the 75% or more band and a control person, since November 2024.","parent":"June Intermediate, LLC"},{"label":"KKR June Aggregator L.P.","detail":"Indirect owner: a shareholder of June Topco, LLC in the 75% or more band and a control person, since November 2024.","parent":"June Topco, LLC"},{"label":"K-Pec June Aggregator GP LLC","detail":"Indirect owner: general partner of KKR June Aggregator L.P. and a control person, since August 2024.","parent":"KKR June Aggregator L.P."},{"label":"K-Pec Holdings LLC","detail":"Indirect owner: a shareholder of K-Pec June Aggregator GP LLC in the 75% or more band and a control person, since July 2024.","parent":"K-Pec June Aggregator GP LLC"},{"label":"KKR Private Equity Conglomerate LLC","detail":"Indirect owner: a shareholder of K-Pec Holdings LLC in the 75% or more band, since January 2023.","parent":"K-Pec Holdings LLC"},{"label":"KKR June Aggregator GP LLC","detail":"Indirect owner: general partner of KKR June Aggregator L.P. and a control person, since November 2024.","parent":"KKR June Aggregator L.P."},{"label":"KKR North America Fund Xiii (june) L.P.","detail":"Indirect owner: a limited partner of KKR June Aggregator L.P. in the 75% or more band, since November 2024.","parent":"KKR June Aggregator L.P."},{"label":"June Topco GP LLC","detail":"Indirect owner: general partner of KKR North America Fund Xiii (june) L.P. and a control person, since November 2024. 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They include 139,021 other individuals, 100,743 high-net-worth individuals and 1,810 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Janney Montgomery Scott offer?","answer":"Janney Montgomery Scott provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Janney Montgomery Scott have?","answer":"Janney Montgomery Scott has 1,284 investment adviser representatives registered with state securities authorities, out of 2,404 employees, and 1,614 perform investment advisory functions. 1,525 are registered representatives of a broker-dealer and 1,062 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Janney Montgomery Scott invest in?","answer":"At the end of its last fiscal year, Janney Montgomery Scott’s separately managed accounts held 63% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs), 4% state and local bonds, 4% cash and equivalents, 2% non-exchange-traded equities, 2% U.S. government and agency bonds and 2% investment grade corporate bonds. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Janney Montgomery Scott?","answer":"Janney Montgomery Scott is owned through a chain of holding companies by KKR North America Xiii (june) Blocker Parent L.P., KKR Group Holdings Corp. and KKR & Co. Inc. Its direct owner is June Purchaser LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Janney Montgomery Scott get paid?","answer":"Janney Montgomery Scott is paid through a percentage of assets under management, fixed fees, commissions and other arrangements. Its Form ADV lists no performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/janney-montgomery-scott-463/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-05","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1329948/000132994826000006/0001329948-26-000006-index.html","totalValue":51645914,"positionCount":3105,"top10Share":0.16886799602384808,"top10":[{"issuer":"APPLE INC","titleOfClass":"Common Stock","cusip":"037833100","value":1434294,"shares":4956780,"shareType":"SH","priorValue":1216397,"priorShares":4792927},{"issuer":"ISHS CORE SP 500 ETF","titleOfClass":"ETF/Closed End","cusip":"464287200","value":1378689,"shares":1840976,"shareType":"SH","priorValue":922921,"priorShares":1412900},{"issuer":"NVIDIA CORP","titleOfClass":"Common 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}