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Jennifer Snouffer

39 Years of Experience
Nantucket, MA
Broker

Jennifer Snouffer is a registered investment advisor at Janney Montgomery Scott LLC, based in Nantucket, MA, 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

Nantucket, MA

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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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Other Business Activities

Jennifer is an owner with her spouse of JK Baxter, LLC since 2021. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Janney Montgomery Scott LLC
March 2022 - Present · 4 yrs 4 mos
Janney Montgomery Scott LLC
March 2022 - Present · 4 yrs 4 mos
Janney Montgomery Scott LLCBroker
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 1999 - April 2022 · 22 yrs 6 mos
Wells Fargo Clearing Services, LLC
April 1995 - April 2022 · 27 yrs
First Union Capital Markets CORP.Broker
March 1995 - October 1999 · 4 yrs 7 mos
Alex. Brown & Sons IncorporatedBroker
July 1990 - April 1995 · 4 yrs 9 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1987 - July 1990 · 2 yrs 8 mos
Legg Mason Masten INC.Broker
October 1987 - November 1987 · 1 mo
Legg Mason Wood Walker, IncorporatedBroker
July 1986 - July 1990 · 4 yrs
State Registrations22 states
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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.
Jennifer Snouffer - Financial Advisor | TrueAdvisor