You need to feel confident that the wealth management firm you choose will be there over the long run to support your financial goals. You want a firm you can turn to in every market condition, through the various stages of your life—and quite possibly for generations to come.

Janney delivers by putting clients at the center of everything we do. Our almost 200-year history of providing clients with access to tailored financial advice enables us to deliver on our mission of offering the highest standard of success in financial relationships. We’re proud of the legacy we’ve built.

The pillars of your relationship with Janney.

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A Legacy of Pursuing Clients Needs

  • With roots tracing back to 1832, Janney has over 190 years of experience delivering trusted service and advice.
  • Our relationships are built on a foundation of trust, guided by our core values: delivering with integrity, driving for results, keeping people at the center, and exceeding expectations.

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    Privately Owned — Focused on You

    • As a privately-held firm, Janney is dedicated to meeting the long-term needs of our clients, free from the pressures of quarterly earnings and market demands faced by public companies.
    • We offer the personal attention of a boutique firm, paired with the comprehensive services and resources of a larger organization, all while maintaining a client-first approach.

     

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    Financial Stability

    • Janney has reported steady and stable earnings with a record of quarterly operational profitability that goes back over 145 quarters.
    • Our capital base exceeds regulatory requirements and is strengthened by access to significant liquidity and capital from a diverse set of sources.

     

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    A Culture of Service and Collaboration

    • Our people are our greatest asset. Janney attracts, rewards, and retains top financial professionals, bringing deep knowledge and industry expertise to the Firm.
    • Janney’s success is rooted in its strong ethics and values, as well as the commitment and accessibility of our employees to their clients and communities.

     

    For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

    To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/