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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Russo is a financial advisor with Janney Montgomery Scott LLC, a firm based in Philadelphia, Pennsylvania. Jeff has been in the industry since January 2019 and holds Series 66, Series 7TO and SIE licenses. Jeff is registered in several states, including New Jersey, New York, Texas, and Arizona. Jeff has previously worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and has experience in financial planning, pension consulting and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NJ
09/14/2023 - Present
Janney Montgomery Scott LLC (Montvale NJ)
NJ
01/30/2019 - 09/19/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
BOTH
Issued 02/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/19/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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