Bradley Kastan
Bradley Kastan is a registered investment advisor at Janney Montgomery Scott LLC, based in Columbus, OH, 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
1070 Yard Street, Columbus, OH, 43212
Get directionsHistory
Regulatory History (4)
Regulatory
April 1993Regulatory
March 1993Customer Dispute
April 1987Customer Dispute
December 1985Other Business Activities
Bradley serves on the Board of Trustees for both Agudas Achim Synagogue and The Ohio State University. These roles are not investment-related, uncompensated, and take about 10-20% of Bradley's time.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Dean Witter Reynolds INC.Broker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Prescott, Ball & Turben, INC.Broker
State Registrations13 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.