John Coleman
John Coleman is a registered investment advisor at Janney Montgomery Scott LLC, based in Uniontown, PA, with 28 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
43 South Beeson Blvd, Uniontown, PA, 15401
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Regulatory History (1)
Customer Dispute
October 2022Other Business Activities
John is a 50% owner of Colebrook Chocolate Co., a chocolate manufacturing and retail store, dedicating a few hours per week. He also serves on the boards of Highlands Hospital, Fayette County Cultural Trust, and Fayette County Sports Hall of Fame, dedicating minimal time to each.
Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Previous Registrations
Parker/hunter Incorporated
Parker/hunter IncorporatedBroker
State Registrations35 states
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.