Reginald Wilkes
Reginald Wilkes is a registered investment advisor at Janney Montgomery Scott LLC, based in Bryn Mawr, PA, with 37 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
40 Morris Avenue, Suite 200, Bryn Mawr, PA, 19010
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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.
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Reginald is involved with several charitable and athletic organizations, including the Alexander-Tharpe Fund, the Bobby Dodd Coach of the Year Award Foundation, GR8 Father Figure, the Wright-Hayre Fund, and the United Negro College Fund. He also co-owns rental properties with his spouse.
Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
PNC InvestmentsBroker
PNC Investments
Mercantile Brokerage Services, INC.
Mercantile Brokerage Services, INC.Broker
Uvest Financial Services And/or Compass Capital
Uvest Financial Services Group, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations30 states
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