Stability You Can Count On

As a part of a full-service firm with a history of enduring strength and stability, your Janney Financial Advisor can provide access to everything you need to best execute your wealth plan. Our size allows us to be both approachable and accountable--committed to servicing and responding to your needs.

You want to feel confident that the wealth management firm you choose will be there over the long run to support your financial goals. In every market condition, through every stage of your life.

AN OVERVIEW
Facts at a Glance*
• Total offices: 140
• Total number of employees: 2,300+
• 146 consecutive quarters of operating profitability, even during times of market turbulence

Private Client Group*
• Financial Advisors: 900+
• Assets Under Advisement: $156+ billion
• Average assets under advisement per Financial Advisor: $187+ million
• Client accounts: 430,000+ individuals and 170,000+ households

Janney Capital Management**
• More than $3.4 billion in assets under advisement

Capital Markets Group**
• Capital Markets professionals: 250+
• Companies under coverage: 250+
• Total Capital Raised in 2023: $24.2 billion
• M&A Deals in 2023: 20
• Public Finance Deals in 2023: 104
• Corporate Finance Deals in 2023: 21
• Investment banking transactions since 2013: 500+
• Investment Banking: industry groups include Basic Industries, Business Services, Financial Institutions, Healthcare, Infrastructure, and Real Estate
                                                                        *as of September 30, 2024   **as of December 31, 2023

OUR COMMITMENT
You need to feel confident that the wealth management firm you choose will be there over the long run to support your financial goals. Janney delivers by putting clients at the center of everything we do. The pillars of your relationship with Janney include:

A Legacy of Meeting Client Needs. With roots tracing back to 1832, Janney has over 190 years of experience delivering trusted service and advice. Our relationships are built on a foundation of trust, guided by our core values: delivering with integrity, driving for results, keeping people at the center, and  exceeding expectations.

Privately Owned—Focused on You. As a privately-held firm, Janney is dedicated to meeting the long-term needs of our clients, free from the pressures of quarterly earnings and market demands faced by public companies. We offer the personal attention of a boutique firm, paired with the comprehensive services and resources of a larger organization, all while maintaining a client-first approach.

Consistent Financial Strength. Janney has reported steady and stable earnings with a record of quarterly operational profitability that goes back over 145 quarters, our available capital exceeds  regulatory requirements and is strengthened by access to a diverse set of sources to support our overall financial stability.

A Culture of Service and Collaboration. Our people are our greatest asset. Janney attracts, rewards, and retains top financial professionals, bringing deep knowledge and industry expertise to the firm. Janney’s success is rooted in its strong ethics and values, as well as the commitment and accessibility of our employees to their clients and communities.

Private ownership enhances our client focus. We devote our attention on building long-term relationships, not managing quarterly earnings expectations or reacting to public pressures. Clients receive the personal attention of a boutique firm backed by the services and resources of a large organization.

Consistent financial results and sustainable growth. Underpinned by a solid balance sheet and capital base that goes well beyond regulatory  requirements. Janney has reported consistent, positive earnings in every market condition.

COMPREHENSIVE ADVICE
Private Client Group Financial advice and services to individuals, families, and business owners:
• Advisory services
• Annuities
• Brokerage Services
• Cash Management
• Certificates of Deposit
• Corporate Executive Services
• Education Funding Planning
• Equity Selection
• Estate Planning
• Exchange Traded Funds
• Financial Planning
• Fixed Income
• Income Planning
• Investment Strategy
• Life and Long Term Care Insurance
• Mutual Funds
• Unit Investment Trusts
• Retirement Plans
   - Individual, Small Business & Corporate
• Trust Services
• Wealth Management

ADVISORY RELATIONSHIPS
If you engage in an advisory relationship, your Janney Financial Advisor will recommend specific investment solutions that are aligned with your goals, employ well-defined investment strategies used to construct your investment portfolio, provide ongoing portfolio management on a non-discretionary or discretionary basis, which may include using third-party asset managers, and periodically review and adjust your investment. We do this all while ensuring a fiduciary duty of care.

OUR FIDUCIARY DUTY
The fiduciary standard is a legal requirement that Janney and its advisors are bound by when offering advisory services--to always act in your best interest with respect to the investment advice and service we provide. It requires a commitment to always put your interests ahead of ours and provide full and fair disclosure of all material facts relating to our advisory relationship, including conflicts of interest.

In most cases, we believe an advisory relationship--where well-defined investment strategies, used to construct and review your investment portfolio, are recommended based on your comprehensive financial plan--is the preferred approach to take for helping clients achieve the long-term outcomes they desire.