LW
LW

Landon Weeks

16 Years of Experience
Atlanta, GA
Broker

Landon Weeks is a registered investment advisor at Janney Montgomery Scott LLC, based in Atlanta, GA, with 16 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.

Loading...

Location

3560 Lenox Road NE, Suite 1100, Atlanta, GA, 30326

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Janney Montgomery Scott LLC
January 2022 - Present · 4 yrs 4 mos
Janney Montgomery Scott LLCBroker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Truist Advisory Services, INC.
February 2021 - January 2022 · 11 mos
Truist Investment Services, INC.Broker
February 2021 - January 2022 · 11 mos
Bb&t Securities, LLC
December 2017 - February 2021 · 3 yrs 2 mos
Bb&t Securities, LLCBroker
December 2017 - February 2021 · 3 yrs 2 mos
Bb&t Investment Services, INC.Broker
June 2013 - December 2017 · 4 yrs 6 mos
Bb&t Investment Services, INC.
June 2013 - December 2017 · 4 yrs 6 mos
Morgan Stanley
March 2012 - March 2013 · 1 yr
Morgan StanleyBroker
March 2012 - March 2013 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2010 - February 2012 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2009 - February 2012 · 2 yrs 2 mos
State Registrations37 states
ALARAZCACOCTDCFLGAIAILINKSKYLAMAMDMIMNMOMSNCNENJNYOHORPAPRRISCTNTXVAWAWIWV
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.
Landon Weeks - Financial Advisor | TrueAdvisor