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John Odell

31 Years of Experience
Fountain Hills, AZ
1 DisclosureBroker

John Odell is a registered investment advisor at Janney Montgomery Scott LLC, based in Fountain Hills, AZ, with 31 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

Fountain Hills, AZ

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History

Regulatory History (1)
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
December 2015
Denied
Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
August 2022 - Present · 3 yrs 9 mos
Janney Montgomery Scott LLC
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2014 - August 2022 · 8 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
June 2014 - August 2022 · 8 yrs 2 mos
Morgan StanleyBroker
June 2009 - June 2014 · 5 yrs
Morgan Stanley
June 2009 - June 2014 · 5 yrs
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. Incorporated
November 2008 - June 2009 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 1995 - November 2008 · 13 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1995 - November 2008 · 13 yrs 6 mos
Baraban Securities, INC.Broker
October 1994 - May 1995 · 7 mos
Tamaron Investments, INC.Broker
May 1994 - October 1994 · 5 mos
Cohig & Associates, INC.Broker
April 1994 - May 1994 · 1 mo
State Registrations17 states
AZCADEFLGAMDMNNCNJNVNYOHOKPAUTVAWY
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.
John Odell - Financial Advisor | TrueAdvisor