John Yackel
John Yackel is a registered investment advisor at Janney Montgomery Scott LLC, based in Philadelphia, PA, with 26 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
1717 Arch Street, Philadelphia, PA, 19103
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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 ActivitiesSells Insurance
John is an owner of Cuspid LLC, managing real estate and rental properties with family members, dedicating minimal time. He is also a board member of Veterans Multi-Service Center, a non-profit organization, providing strategic counsel and guidance, also dedicating minimal time.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Envestnet Pmc
Portfolio Brokerage Services, INC.Broker
Prudential Investments LLC
Prudential Investment Management Services LLCBroker
Fortigent Securities Company, LLC.Broker
Fortigent, LLC
Sei Investments Distribution CO.Broker
State Registrations1 state
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