Shurdonna Joseph
Shurdonna Joseph is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Philadelphia, 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
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
1717 Arch Street, Philadelphia, PA, 19103
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Shurdonna is a board member for Philadelphia's Magic Garden since 2019 and PA Youth Vote since 2023. These roles involve supporting the organizations' missions, setting policy, and providing advice, taking a few hours per week.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
State Registrations3 states
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.