Jeffrey Schnee
Jeffrey Schnee is a registered investment advisor at Janney Montgomery Scott LLC, based in Boca Raton, FL, with 43 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 2.00% |
| $10.0M - $25.0M | 2.00% |
| $25M+ | 2.00% |
Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.
Fee Estimator
Location
2385 NW Executive Center Drive, Suite 200, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (6)
Customer Dispute
March 2003Customer Dispute
February 2001Customer Dispute
January 2000Customer Dispute
January 2000Customer Dispute
September 1999Customer Dispute
March 1992Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
UBS Painewebber INC.
UBS Painewebber INC.Broker
Prudential Securities IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
J. B. Hanauer & CO.Broker
State Registrations33 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.
Exams
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