JG
CFP · ChFC
JG
CFP · ChFC

Jay Guyer

36 Years of Experience
Pittsburgh, PA
Broker

Jay Guyer is a CFP, ChFC-designated registered investment advisor at Janney Montgomery Scott LLC, based in Pittsburgh, PA, with 36 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1308 advisors
Number of Clients
239,256 clients
Average Client Portfolio
$421K average
Assets Under Management
$100.8B

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.

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Location

One Ppg Place, Suite 2200, Pittsburgh, PA, 15222

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Janney Montgomery Scott LLC
October 2018 - Present · 7 yrs 9 mos
Janney Montgomery Scott LLCBroker
June 2018 - Present · 8 yrs 1 mo
Previous Registrations
M&t Securities, INC.Broker
April 2008 - March 2018 · 9 yrs 11 mos
M&t Securities, INC.
April 2008 - March 2018 · 9 yrs 11 mos
Primevest Financial Services, INC.Broker
August 2007 - February 2008 · 6 mos
Primevest Financial Services, INC.
August 2007 - February 2008 · 6 mos
Cco Investment Services CORP.Broker
July 2004 - January 2006 · 1 yr 6 mos
Cco Investment Services CORP.
July 2004 - January 2006 · 1 yr 6 mos
Vanguard Advisers INC
February 2004 - July 2004 · 5 mos
Vanguard Marketing CorporationBroker
February 2004 - July 2004 · 5 mos
Citizens Investment Services CORP.
April 2003 - January 2004 · 9 mos
Citizens Investment Services CORP.Broker
April 2003 - January 2004 · 9 mos
Raymond James Financial Services
August 2000 - January 2003 · 2 yrs 5 mos
Raymond James Financial Services, INC.Broker
January 1997 - January 2003 · 6 yrs
W. S. Griffith & CO., INC.Broker
August 1995 - November 1996 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1993 - May 1995 · 1 yr 11 mos
Metlife Securities INC.Broker
October 1991 - November 1991 · 1 mo
Metropolitan Life Insurance CompanyBroker
October 1991 - November 1991 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1990 - June 1991 · 6 mos
Equico Securities, INC.Broker
April 1985 - November 1990 · 5 yrs 7 mos
The Equitable Life Assurance Society of the United StatesBroker
April 1985 - November 1990 · 5 yrs 7 mos
State Registrations1 state
PA
AdvisorBrokerBoth

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
No exam information available for this advisor.