Ethan Lindbloom is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Richmond, VA, with 20 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
6241 River Road, Richmond, VA, 23229
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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.
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Ethan is involved in several outside business activities, including real estate holdings through Silver & Gray LLC, ESCA LLC, Culture Goat LLC, and Semmes Corner LLC. He also serves as a board member for OAR of Richmond and The Virginia Home, and as a committee member for Ginter Park Presbyterian Church, dedicating minimal time to each.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations30 states
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