Jeremy Swank
Jeremy Swank is a ChFC-designated registered investment advisor at Janney Montgomery Scott LLC, based in Mansfield, OH, with 27 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
1230 Lexington Avenue, Mansfield, OH, 44907
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2017Regulatory
August 2011Employment Separation After Allegations
January 2010Other Business Activities
Jeremy is the sole owner of Per Augusta In Augusta LLC, a real estate investment company, dedicating a few hours per week to it. He is also a board member of Taking Root Farms, a non-profit, spending minimal time advising on operations.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Eagle Strategies CORP
Nylife Securities INC.Broker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
State Registrations32 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.