JI
JI

John Iervolino

30 Years of Experience
Boca Raton, FL
1 DisclosureBroker

John Iervolino is a registered investment advisor at Janney Montgomery Scott LLC, based in Boca Raton, FL, with 30 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

2385 NW Executive Center Drive, Suite 200, Boca Raton, FL, 33431

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History

Regulatory History (1)
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Judgment / Lien
March 2010
Employment History
Current Registrations
Janney Montgomery Scott LLC
July 2022 - Present · 3 yrs 10 mos
Janney Montgomery Scott LLCBroker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Lampost Capital, L.C.Broker
May 2012 - October 2014 · 2 yrs 5 mos
Rodman & Renshaw, LLCBroker
May 2011 - April 2012 · 11 mos
Hudson Securities,inc.Broker
June 2003 - May 2011 · 7 yrs 11 mos
Dreyfus Service CorporationBroker
March 2003 - June 2003 · 3 mos
Fleet Securities, INC.Broker
February 1998 - December 2002 · 4 yrs 10 mos
Nash, Weiss & CO.Broker
October 1997 - February 1998 · 4 mos
Nash, Weiss & CO.Broker
August 1995 - October 1997 · 2 yrs 2 mos
Citicorp Investment ServicesBroker
February 1994 - June 1995 · 1 yr 4 mos
Painewebber IncorporatedBroker
September 1992 - August 1993 · 11 mos
Continental Broker-Dealer CORP.Broker
July 1992 - August 1993 · 1 yr 1 mo
State Registrations18 states
AZCACOCTDCFLGAILLAMANCNJNMNYPASCTXVA
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.