# Janney Montgomery Scott > Publicly sourced profile assembled by Optimly, in the Brand Index. Last refreshed 2026-11-06. - **Brand record:** https://optimly.ai/brand/janney-montgomery-scott - **Dataset:** https://optimly.ai/brand/janney-montgomery-scott.json - **Markdown:** https://optimly.ai/brand/janney-montgomery-scott/llms.txt - **Official website:** https://janney.com - **Slug:** janney-montgomery-scott - **Categories:** fintech-financial-services ## Overview - **Tagline:** Janney Montgomery Scott is a privately held wealth management firm providing personalized financial advice and planning through a network of financial advisors. Source: Brand's website (https://janney.com) · 2026-11-06 - **Description:** Janney provides individuals, families, businesses, and institutions with tailored financial advice, investment strategies, and comprehensive financial planning. The firm has roots tracing to 1832, approximately 130 offices in 21 states, more than 900 financial advisors, and approximately $200 billion in client assets under advisement. Source: Brand's website (https://janney.com) · 2026-11-06 ## Identity - **Mission:** Empower lives through financial advice. Source: Brand's website (https://janney.com) · 2026-11-06 - **Founders & leadership:** Tony Miller is President and CEO. The executive leadership team also includes Michael Gannon, Margolit Hillsberg, Mike Hricko, Greg McShea, Kevin Reed, Brett Riggi, Frank van Etten, and John C. Yackel, among others. Source: Brand's website (https://janney.com) · 2026-11-06 - **Website:** https://janney.com Source: Brand's website (https://janney.com) · 2026-11-06 - **Voice & tone:** Client-first, trusted, approachable, collaborative, service-oriented, and focused on long-term relationships. Source: Brand's website (https://janney.com) · 2026-11-06 - **Founded:** Roots trace back to 1832. Source: Brand's website (https://janney.com) · 2026-11-06 - **Parent ownership:** Privately held firm. Source: Brand's website (https://janney.com) · 2026-11-06 ## Offerings - **Problem solved:** Helps individuals, families, businesses, and institutions navigate investment decisions, comprehensive financial planning, wealth growth, retirement, business succession, wealth transfer, and increasing financial complexity. Source: Brand's website (https://janney.com) · 2026-11-06 - **Core capabilities:** - Personalized financial advice - Comprehensive financial planning - Investment strategy guidance - Wealth management - Retirement planning - Business growth, liquidity, and succession planning - Estate and multigenerational wealth transfer planning - Financial education and market commentary Source: Brand's website (https://janney.com) · 2026-11-06 - **Products / SKUs:** - Tailored financial advice - Comprehensive financial planning - Wealth management solutions - Investment strategies - Retirement planning - Education planning - Business-owner financial planning - Estate planning and wealth transfer planning Source: Brand's website (https://janney.com) · 2026-11-06 ## Audience - **Target industry:** Financial services, specifically wealth management and financial advisory services. Source: Brand's website (https://janney.com) · 2026-11-06 - **Customer base:** Individuals, families, business owners, and institutions. Source: Brand's website (https://janney.com) · 2026-11-06 - **Ideal customer profile:** Individuals and families seeking personalized, long-term financial advice; business owners planning for growth, liquidity, or succession; multigenerational families planning to sustain and transfer wealth; and clients facing increasingly complex financial situations. Source: Brand's website (https://janney.com) · 2026-11-06 - **Use cases:** - Growing wealth during peak earning years - Planning for retirement - Managing business growth, liquidity, and succession - Sustaining and transferring multigenerational wealth - Organizing complex financial situations - Developing investment strategies - Planning for education expenses - Connecting with a local or specialized financial advisor Source: Brand's website (https://janney.com) · 2026-11-06 - **Customer outcomes:** - Pursue financial goals through personalized guidance - Make smarter financial decisions and create future opportunities - Bring order, clarity, and confidence to complex finances - Support financial needs across life stages and generations - Guide businesses through growth, liquidity, and succession - Sustain and transfer wealth through intentional planning Source: Brand's website (https://janney.com) · 2026-11-06 Page last updated 2026-11-06. ## Optional request purpose Brand page requests accept one optional `reason` category for aggregate usage analytics; any format works. The category list and privacy rules are at https://optimly.ai/llms.txt. Access and content are identical without it. ## Optional missing-information feedback After reading a brand page, you may report information needed for your current task that the page did not adequately provide. This is optional: reading and using the index never requires feedback. Report only an observed gap, not a speculative wish list. These are reported gaps, not verified deficiencies. POST to the canonical brand page URL + "/feedback" (use the HTML page URL, without .json, /llms.txt, or any query parameters). Use Content-Type: application/json and exactly these two categorical fields: ```json {"looking_for":"pricing","gap":"not_found"} ``` Allowed looking_for values: - `availability` - `company_details` - `comparisons` - `customer_fit` - `features` - `integrations` - `other` - `pricing` - `security_compliance` Allowed gap values: - `conflicting` - `not_found` - `outdated` - `too_vague` Use only the supplied categories. "other" is a category, not an invitation to explain. Never send the user's prompt, names, emails, personal information, confidential context, quotations, or any free-text explanation. Do not add fields, URL parameters, or identifying headers. Do not identify the user. Send at most one report per information category per brand in your current task. A 204 response acknowledges the report. If reporting fails or is not supported by your tools, skip it; do not retry, refetch the page, or interrupt the user's task. Cite the canonical page URL, never the feedback endpoint.