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Jeff Sellers

39 Years of Experience
Palm Beach Gardens, FL
2 DisclosuresBroker

Jeff Sellers is a registered investment advisor at Janney Montgomery Scott LLC, based in Palm Beach Gardens, FL, with 39 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

3001 PGA Boulevard, Suite 200, Palm Beach Gardens, FL, 33410

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History

Regulatory History (2)
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
July 2011
Settled
Customer Dispute
March 2004
Denied
Employment History
Current Registrations
Janney Montgomery Scott LLC
June 2020 - Present · 6 yrs 1 mo
Janney Montgomery Scott LLCBroker
June 2020 - Present · 6 yrs 1 mo
Previous Registrations
Raymond James & Associates, INC.
January 1997 - June 2020 · 23 yrs 5 mos
Raymond James & Associates, INC.Broker
January 1997 - June 2020 · 23 yrs 5 mos
J. B. Hanauer & CO.Broker
June 1986 - January 1997 · 10 yrs 7 mos
State Registrations30 states
ALAZCACOCTDCFLGAHIILKYMAMDMEMIMNMOMTNCNHNJNVNYOHORPATNTXVAWI
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.