JG
CFP
JG
CFP

Jeffrey Genkinger

17 Years of Experience
Pittsburgh, PA
Broker

Jeffrey Genkinger is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Pittsburgh, PA, with 17 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

One Ppg Place, Suite 2200, Pittsburgh, PA, 15222

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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 a member of the New Philanthropic Leaders Program at The Pittsburgh Foundation. This activity is not investment-related, uncompensated, and requires minimal time.

Employment History
Current Registrations
Janney Montgomery Scott LLC
September 2012 - Present · 13 yrs 8 mos
Janney Montgomery Scott LLCBroker
September 2012 - Present · 13 yrs 8 mos
Previous Registrations
Federated Global Investment Management CORP.
January 2011 - August 2012 · 1 yr 7 mos
Mdt Advisers, a Division of Federated Mdta LLC
January 2011 - August 2012 · 1 yr 7 mos
Federated Securities CORP.
November 2009 - August 2012 · 2 yrs 9 mos
Federated Investment Counseling
August 2008 - August 2012 · 4 yrs
Federated Securities CORP.Broker
July 2008 - August 2012 · 4 yrs 1 mo
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.