Janney is pleased to announce Jeremy Lambert, Vice President/Wealth Management at Chesapeake Wealth Advisors of Janney Montgomery Scott, has been named a 2020 Top 40 Regional BD Advisor Under 40 by On Wall Street.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, is pleased to announce Jeremy Lambert, Vice President/Wealth Management at Chesapeake Wealth Advisors of Janney Montgomery Scott, has been named a 2020 Top 40 Regional BD Advisor Under 40 by On Wall Street. The list recognizes the industry’s top advisors under age 40 at the leading regional brokerage firms.
Jeremy is based in the Greenville, Delaware office and has extensive financial planning knowledge, providing comprehensive and holistic planning for clients.
He was named a 2019 Best-In-State Next-Gen Wealth Advisor by Forbes and is the top ranked Next-Gen Wealth Advisor in the state of Delaware for encompassing the highest standard of best practices. Jeremy also received this recognition in 2017 and 2018.
Finalists for On Wall Street’s ranking were 39 or younger as of Dec. 31, 2019 and employed at a regional broker-dealer. The ranking is based on production totals as of September 2019. View this year’s list of Top 25 Regional BD Advisors Under 40.
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Janney provides advice to individual, corporate, and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority, New York Stock Exchange, and Securities Investor Protection Corporation. Additional company information is available at www.janney.com.