“Our success is attributed to the experience gained from our 175 years of continuous growth, financial stability, dedication to our clients and support for our Financial Consultants. One thing I’ve learned over the course of my 25-year career with Janney is that our success is also very much attributed to our culture - a culture that recognizes and fosters our Financial Consultants' success. From senior management to home office support staff, our focus is, and will continue to be, on you.” Driven by our Financial Consultant Value Commitment (FCVC), Janney's philosophy is rooted in service, respect, professional development, achievement and integrity. Within this framework, we are committed to providing you access to the best investment products, top-notch service and tools so you can meet the evolving needs of your clients.
Services and Solutions We provide a full menu of investment products and solutions and offer the support of a financial team that has the experience to offer and execute financial strategies for every stage of your client’s life. Janney’s Wealth Management team is comprised of estate and tax attorneys, CERTIFIED FINANCIAL PLANNERS™ (CFP®), Certified Public Accountants (CPAs) and other professionals, who will partner with you to provide your clients with top-notch service. Janney’s investment philosophy is grounded in discipline and we take a wealth planning approach to helping you provide financial solutions to each of your clients' needs. Janney can work with you to provide advice and solutions for a variety of needs including: Advice • Retirement Planning • Income & Cash Flow Planning • Estate Planning • Business Succession Planning Solutions • Equities • Fixed Income • Mutual Funds & ETFs • Insurance & Annuities • Investment Advisory Services • Janney Advantage Banking Service Technology We provide the platform and support services needed to both monitor and grow your business in an evolving marketplace. Janney offers and supports Thomson TTS, Bloomberg and Brass trading systems, in addition to business analytics tools and performance reporting. We are committed to using technology to serve clients in every area of our operation. Each Janney Financial Consultant has the capability to provide their clients with portfolio reports, monthly income projections, account performance and activity reports right from his or her desktop. With Janney Online Access, your clients can securely obtain both market and account information and access features and services such as: • Portfolio Analytics • Realized Gains and Loss Information • Bill Payment • Online Statements, Confirmations and Proxy Mailings with E-delivery • Janney Advantage Rewards Access Practice Management When you join Janney, you are backed by an entire firm dedicated to ensuring your success. In addition to an exceptional level of day-to-day support, Janney offers a competitive compensation package, encourages professional development, rewards entrepreneurialism, provides regional marketing support, and offers best-in-class technology for you to manage and grow your book of business. Janney will help you define your value beyond performance with access to educational seminars from industry experts. Marketing support can also help you construct your personal value proposition so you can further build your business. Client education tools will help you provide value-added financial information to enhance your client contact opportunities. Value Added Client Services In addition to Financial Planning, we offer services such as:
Janney Advantage Account A robust cash management service that offers FDIC coverage, BillPay and a competitive credit card rewards program. Insurance and Annuity Capabilities Adds an additional dimension to your ability to safeguard your clients' assets and provide for retirement income. Fixed Income Specialists Provide detailed analysis of your clients' fixed income holdings with Janney’s BondSTAR system, insights, commentaries and evaluation of your clients' portfolios. Our hands-on bond traders can support you with any level of fixed income strategy your clients wish to employ. Proprietary Equity Research Armed with equity research provided by Janney’s award-winning analysts, you can bring additional value to the individual equity portion of your clients’ diversified portfolios.