Janney Montgomery Scott LLC

Team Janney recently celebrated our exciting new chapter of employee ownership. Watch this video for highlights from our firmwide celebrations and to hear what ownership means to our team members. Together, we’re building a future defined by collaboration, ownership, and shared success for our firm and our clients.

Don’t need income from your annual IRA required minimum distributions (RMDs)? Consider IRA Maximization to turn those distributions into a tax-efficient strategy for creating more wealth for your heirs.

Our Depository Investment Banking team recently assisted with three significant transactions totaling over $300 million in deal value. Explore the details of each transaction below. CenterGroup Financial, Inc. Agrees to be Acquired by First Commonwealth Financial Corporation: https://bit.ly/3P9PRjf Norwood Financial Corporation's $26.0MM Common Stock Offering: https://bit.ly/3P9ZRJl Northwest Bancshares Inc. Agrees to Acquire Penns Woods Bancorp Inc.: https://bit.ly/49TJ1rB

Our Capital Markets Group recently held its second annual Clean Energy Investment Symposium in New Orleans, bringing over 275 executives, investors, and specialists from around the country for one-on-one meetings, panel discussions, and thematic dinners focused on the most significant topics impacting the clean energy space.

Are you looking to make a lasting impact through charitable giving? Explore flexible strategies like donor-advised funds and trusts that align with your values and goals. Read more.

We’re proud that several of our Financial Advisors and team members recently represented Janney at the Barron’s Advisor Women Summit. This prestigious three-day event gathered leading women in the industry to share insights on enhancing client service and furthering leadership and growth.

We are honored to be named a 2025 Best Place to Work in IT by Computerworld for the seventh year in a row. This recognition reflects our commitment to fostering a culture of innovation and adaptability, empowering our IT team to excel. Congratulations to our Information Technology team on this outstanding achievement!

Our Early Career Professionals ERG recently volunteered with the Metropolitan Area Neighborhood Nutrition Alliance (MANNA) in Philadelphia, helping to prepare and deliver nutritious meals to individuals facing life-threatening illnesses.

What a week! We celebrated a historic milestone—every current and future Janney employee is now an owner of our firm alongside our new partner KKR! Across all our offices, our team came together to embrace the power of ownership and the exciting opportunities ahead. This is more than a new chapter—it’s a testament to our commitment to exceptional service, teamwork, and shared success. Here’s to our future as Janney owners!

It is with great excitement to announce that Janney is now backed by KKR, a leading global investment firm. This partnership marks a significant milestone for our firm, providing access to KKR's extensive resources and expertise while strengthening our culture and commitment to putting client needs at the center of everything we do. Learn more about the key benefits of our partnership.