Joanne Jupiter is a registered investment advisor at Janney Montgomery Scott LLC, based in Miami, FL, with 44 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
8950 SW 74 Court, Suite 2005, Miami, FL, 33156
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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
Joanne is the VP of the HOA for Emerald Gardens Townhomes, a non-compensated role involving administrative tasks. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Dean Witter Reynolds INC.Broker
First Miami Securities, INC.Broker
Security Pacific Investments, INC.Broker
G.C.N. CORP.Broker
Werbel-Roth Securities, INC.Broker
Commission Discount CORP.Broker
Balogh Securities, INC.Broker
State Registrations41 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.