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Jeffrey Reichner

3 Years of Experience
Blue Bell, PA
Broker

Jeffrey Reichner is a registered investment advisor at Janney Montgomery Scott LLC, based in Blue Bell, PA, with 3 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

1767 Sentry Parkway West, Suite 110, Blue Bell, PA, 19422-2202

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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

Jeffrey is the owner/operator of Beaker Life LLC, a digital marketing and web development company serving law firms, since 2017. He spends about 10-20% of his time generating websites, web content, and ad content for law firms.

Employment History
Current Registrations
Janney Montgomery Scott LLC
March 2025 - Present · 1 yr 2 mos
Janney Montgomery Scott LLCBroker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Investors Capital CORP.Broker
August 2009 - April 2010 · 8 mos
Investors Capital Advisory
August 2009 - April 2010 · 8 mos
Pruco Securities, LLC.Broker
July 2007 - May 2009 · 1 yr 10 mos
State Registrations19 states
CACOCTDCDEFLGAMAMDMENCNENJNYOHPATNWAWI
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.