National Retirement Planning Experts

National Coverage
Local Professionals

Steven Glasgow

Janney Montgomery Scott

6700 Tower Circle Suite 200

Franklin, TN 37069
(615) 5389931

About Janney Montgomery Scott

With roots dating to 1832, Janney Montgomery Scott LLC is a full-service financial services firm, providing comprehensive financial advice and superior service to individual, corporate and institutional investors.

At Janney, our mission is to be the highest standard of success in financial relationships.

Through our wealth management approach, we focus on the delivery of strategic financial plans that utilize a variety of financial products and services best suited to help individual investors and families meet their financial goals. Janney is equally committed to providing our corporate, municipal and institutional clients objective advice for the successful execution of their unique business plans.

We provide a spectrum of advice based on your goals. From basic investment guidance to ongoing asset management, we will collaborate to assess your needs and customize an approach that works for you.

General Information

CRD#

1942809

Firm CRD#

463

States Licensed in

AL, AK, CA, CO, FL, GA, IL, IN, KS, KY, LA, MI, MN, MS, NY, NC, OH, SC, TN, TX, VA

Years of Experience in Financial Services

29

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Accredited Investment Fiduciary® (AIF), Chartered Financial Analyst (CFA), Master of Business Administration (MBA), Certified Investment Management Analyst (CIMA®)

Securities Licenses

Series 3, Series 7, Series 63, Series 65

Financial Organization Memberships

Paladin Registry, National Association of Plan Advisors

Compensation and Fees

Fee Structure

I am a fee-based financial professional

Compensation Methods

Based on Assets

Education

MBA -

Crummer School of Business at Rollins College
-