H. Kerr
H. Kerr is a registered investment advisor at Janney Montgomery Scott LLC, based in Blue Bell, PA, with 44 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
1767 Sentry Parkway West, Suite 110, Blue Bell, PA, 19422-2202
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2021Customer Dispute
September 2000Customer Dispute
October 1989Other Business Activities
H. is the proposed Treasurer Officer for the Board of Directors at The Pathway School, a private school for special needs students. H. will be reporting financial numbers to the Board Members, dedicating minimal time and receiving no compensation.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.