Timothy Jones is a registered investment advisor at Janney Montgomery Scott LLC, based in Charlotte, NC, 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
4064 Colony Road, Two Morrocroft Centre, Suite 450, Charlotte, NC, 28211
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Timothy is a member of the Rules Committee at Carmel Country Club, reviewing club rules and violations since 1999. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Nbc Securities, INC.Broker
Nbc Securities, INC.
Ijl Financial Advisors, LLC
Ijl Financial Advisors, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Morgan Stanley Dw INC.Broker
Morgan Stanley
Amsouth Investment Services, INC.
Amsouth Investment Services, INC.Broker
Wachovia Securities, INC.Broker
Shearson Lehman Hutton INC.Broker
The Robinson-Humphrey Company INC.Broker
State Registrations34 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.