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Mark Eskin

26 Years of Experience
Boynton Beach, FL
Broker

Mark Eskin is a registered investment advisor at Janney Montgomery Scott LLC, based in Boynton Beach, FL, 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
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

Boynton Beach, FL

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Mark is a member of the Thomas Jefferson University Investment Committee, dedicating minimal time to oversight of investment affairs. He also serves on the Volunteer Collectors' Advisory Board for Universal Geneve, a Swiss watch brand, spending a few hours per week providing design opinions.

Employment History
Current Registrations
Janney Montgomery Scott LLC
April 2006 - Present · 20 yrs 1 mo
Janney Montgomery Scott LLCBroker
May 1999 - Present · 27 yrs
State Registrations39 states
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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.
Mark Eskin - Financial Advisor | TrueAdvisor