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Steven Joseph Hunter

Janney Montgomery Scott LLC

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About Steven Joseph Hunter

Steven Hunter is a financial advisor with over 25 years of experience in the industry. Steven has a strong track record of providing financial advice to individuals, families, and businesses. Steven is a registered representative of Janney Montgomery Scott LLC and is licensed in Georgia and New York. Steven holds Series 7, 63, and 28 licenses and has experience in a wide range of financial services, including investment management, financial planning, and retirement planning. Steven is committed to helping his clients achieve their financial goals. Steven previously worked at TM Capital LLC, Croft & Bender, LP, BMO Capital Markets Corp., Greene Holcomb & Fisher LLC, Morgan Keegan & Company, Inc., Breckenridge Securities Corp., G.C. Securities, L.L.C., Robertson Stephens, Inc., and The Robinson-Humphrey Company, LLC.

Firm Information

Steven Hunter is currently registered with Janney Montgomery Scott LLC. Janney Montgomery Scott LLC is a Philadelphia-based, full-service financial services firm with over $85 billion in assets under management. Formed in 1999, the firm provides a comprehensive suite of financial advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and institutions. Janney Montgomery Scott LLC is registered with the SEC and operates in all 50 states and the District of Columbia.
Janney Montgomery Scott LLC

1717 ARCH STREET

PHILADELPHIA, PA 19103

$85.90B

Assets Under Management

2,265

Total Clients

1,570

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee plus commission

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Steven Hunter’s Registration & Firm History

GA

05/24/2024 - Present

Janney Montgomery Scott LLC (Atlanta GA)

GA

10/25/2017 - 06/19/2024

TM CAPITAL LLC (ATLANTA GA)

GA

04/12/2017 - 10/03/2017

CROFT & BENDER, LP (ATLANTA GA)

GA

08/01/2016 - 04/06/2017

BMO CAPITAL MARKETS CORP. (Atlanta GA)

GA

04/17/2012 - 08/03/2016

GREENE HOLCOMB & FISHER LLC (ATLANTA GA)

GA

08/25/2006 - 04/19/2012

MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)

GA

02/11/2005 - 08/18/2006

BRECKENRIDGE SECURITIES CORP. (ATLANTA GA)

GA

02/13/2004 - 08/03/2004

G.C. SECURITIES, L.L.C. (ATLANTA GA)

CA

04/12/2000 - 07/23/2002

ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)

GA

10/15/1996 - 04/19/2000

THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)

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Licenses & Designations

BC

Issued 04/22/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/08/2003

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

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Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Steven Joseph Hunter.
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