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Edward Reames

Janney Montgomery Scott LLC
39 Years of Experience
Florence, SC
2 DisclosuresBroker
View SEC Summary
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Edward Reames is a registered investment advisor at Janney Montgomery Scott LLC, based in Florence, SC, with 39 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B in assets under management.

Janney Montgomery Scott LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1340 advisors
Number of Clients
243,808 clients
Average Client Portfolio
$452K average
Assets Under Management
$110.1B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5.0M - $10.0M2.00%
$10.0M - $25.0M2.00%
$25M+2.00%

Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1831 W Evans Street, Ste. 220, Florence, SC, 29501

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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
April 2005
Denied
Customer Dispute
March 2003
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Janney Montgomery Scott LLC
November 2019 - Present · 6 yrs 11 mos
Janney Montgomery Scott LLCBroker
November 2019 - Present · 6 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2012 - November 2019 · 7 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
February 2012 - November 2019 · 7 yrs 9 mos
J.J.B. Hilliard, W.L. Lyons, LLC
June 2003 - February 2012 · 8 yrs 8 mos
J.J.B Hilliard, W.L. Lyons, LLCBroker
September 2001 - February 2012 · 10 yrs 5 mos
First Union Securities, INC.Broker
October 1999 - October 2001 · 2 yrs
First Union Capital Markets CORP.Broker
September 1992 - October 1999 · 7 yrs 1 mo
Southern Financial Group, INC.Broker
December 1990 - October 1992 · 1 yr 10 mos
Invest Financial CorporationBroker
April 1988 - December 1990 · 2 yrs 8 mos
Amev Investors, INC.Broker
April 1987 - May 1988 · 1 yr 1 mo
State Registrations18 states
ALCADCFLGAINLAMDMNNCNYRISCTNTXVAWIWV
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.
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