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CFP
SJ
CFP

Shurdonna Joseph

Janney Montgomery Scott LLC
17 Years of Experience
Greenville, DE
Broker
View SEC Summary
View SEC Summary

Shurdonna Joseph is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Greenville, DE, with 17 years of industry experience. Shurdonna 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

20 Montchanin Road, Suite 120, Greenville, DE, 19807

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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

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
February 2017 - Present · 9 yrs 8 mos
Janney Montgomery Scott LLCBroker
February 2017 - Present · 9 yrs 8 mos
Previous Registrations
Vanguard Advisers INC
January 2016 - March 2017 · 1 yr 2 mos
Vanguard Marketing CorporationBroker
October 2008 - March 2017 · 8 yrs 5 mos
State Registrations3 states
DEPATX
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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