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Brent Markley

40 Years of Experience
Cambridge, OH
3 DisclosuresBroker

Brent Markley is a registered investment advisor at Janney Montgomery Scott LLC, based in Cambridge, OH, with 40 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

441 Wheeling Avenue, Main Level, Cambridge, OH, 43725

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2017
Denied
Customer Dispute
April 2008
Award / Judgment
Customer Dispute
July 2004
Closed-No Action
Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
October 2024 - Present · 1 yr 9 mos
Janney Montgomery Scott LLC
October 2024 - Present · 1 yr 9 mos
Previous Registrations
Stratos Wealth Partners, LTD
June 2011 - October 2024 · 13 yrs 4 mos
LPL Financial LLCBroker
May 2011 - November 2024 · 13 yrs 6 mos
Wells Fargo Advisors, LLCBroker
January 2008 - May 2011 · 3 yrs 4 mos
Wells Fargo Advisors, LLC
January 2008 - May 2011 · 3 yrs 4 mos
A. G. Edwards & Sons, INC.
May 1999 - January 2008 · 8 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
August 1991 - January 2008 · 16 yrs 5 mos
Edward D. Jones & CO., L.P.Broker
August 1985 - September 1991 · 6 yrs 1 mo
State Registrations21 states
AZCACOCTDEFLGAILKYMIMONCNYOHORPASCTNTXVAWV
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.