Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey James Pollard is a registered investment advisor representative with Janney Montgomery Scott LLC. Jeffrey has been in the securities industry for over 18 years, holding various positions at different firms. Jeffrey started their career at Wachovia Securities, LLC in 2004, then moved on to Janney Montgomery Scott LLC in 2007, and subsequently joined Wells Fargo Advisors LLC in 2015. Jeffrey has a wide range of experience in the financial services industry, and is licensed to provide investment advice in numerous states. Jeffrey is committed to providing personalized financial advice to individuals, families, and businesses.
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
NY
01/13/2017 - Present
Janney Montgomery Scott LLC (ALBANY NY)
NY
07/02/2015 - 01/17/2017
WELLS FARGO CLEARING SERVICES, LLC (SARATOGA SPRINGS NY)
NY
04/27/2007 - 07/07/2015
JANNEY MONTGOMERY SCOTT LLC (JOHNSTOWN NY)
NY
09/22/2004 - 05/01/2007
WACHOVIA SECURITIES, LLC (JOHNSTOWN NY)
BOTH
Issued 10/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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