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JB
CFP
JB
CFP

Jared Bloxsom

Janney Montgomery Scott LLC
23 Years of Experience
Mystic, CT
Broker
View SEC Summary
View SEC Summary

Jared Bloxsom is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Mystic, CT, with 23 years of industry experience. Jared is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B in assets under management.

Janney Montgomery Scott LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1340 advisors
Number of Clients
243,808 clients
Average Client Portfolio
$452K average
Assets Under Management
$110.1B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5.0M - $10.0M2.00%
$10.0M - $25.0M2.00%
$25M+2.00%

Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

60 Willow Street, Suite 101, Mystic, CT, 06355

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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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Employment History
Current Registrations
Janney Montgomery Scott LLC
October 2016 - Present · 10 yrs
Janney Montgomery Scott LLCBroker
October 2016 - Present · 10 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2006 - October 2016 · 10 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - October 2016 · 10 yrs 7 mos
Advest, INC.Broker
October 2002 - March 2006 · 3 yrs 5 mos
State Registrations43 states
ALARAZCACOCTDCDEFLGAHIIAIDILKSMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
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.
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