GH
CFP
GH
CFP

Geremy Hoover

16 Years of Experience
Uniontown, PA
Broker

Geremy Hoover is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Uniontown, PA, 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.

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Location

43 South Beeson Blvd, Uniontown, PA, 15401

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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

Geremy is a director consultant for Business Networking International, dedicating minimal time and earning commission on memberships. He also serves as a board member for Fillies Basketball, a non-profit organization, spending a few hours per week without compensation.

Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
February 2014 - Present · 12 yrs 3 mos
Janney Montgomery Scott LLC
February 2014 - Present · 12 yrs 3 mos
Previous Registrations
PNC Investments
March 2011 - February 2014 · 2 yrs 11 mos
PNC InvestmentsBroker
August 2010 - February 2014 · 3 yrs 6 mos
Suntrust Investment Services, INC.Broker
November 2009 - August 2010 · 9 mos
State Registrations29 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.
Geremy Hoover - Financial Advisor | TrueAdvisor