Experience

As Head of Wealth Management, John Yackel is responsible for the strategic direction and oversight of Janney's comprehensive advice and solutions platform that supports the firm’s Financial Advisors in providing clients a personalized, goals-based wealth management experience. He is a member of Janney’s Executive Leadership Team.

John is responsible for overseeing Janney's advice and solution set, including advisory services, cash management, investment company solutions, insured solutions, lending, retail trading, retirement plan services, trust services, and wealth planning services.  

John has over 30 years of experience in financial services, wealth management and technology as an accomplished executive and team leader. He brings to Janney a deep understanding of advisory, investment, insurance, trust, lending, retirement, and planning solutions.

He has extensive experience with financial advisors, insurance companies, private banks, family offices, trust companies, institutional money management firms, and CPA firms. He has held leadership roles at various platform and solution providers, including SEI, Envestnet, Fortigent, and Prudential.  Most recently, John was co-founder and CEO for Trucendent LLC.

John is a previous board member of the ABA National Wealth and Trust Conference, a previous contributor to Stonier School of Banking, and a current Board Member for the Veterans Multi-Service Center (VMC). He holds a Bachelor of Arts in Economics from Bucknell University.  He is registered as a General Securities Representative and as an Investment Adviser Representative with FINRA.

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.

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