Experience

Kevin J. Reed is a Executive Vice President and the Head of Wealth Management at Janney Montgomery Scott LLC. He brings over 25 years of industry experience to Janney.

As head of Wealth Management, Kevin Reed leads a team of passionate professionals that support Janney's financial advisors in providing a holistic, goals-based wealth management experience to clients.

In his role, Kevin is responsible for the oversight of Janney's advice and solution set that includes advisory services, cash management, investment company solutions, insured solutions, lending, retail trading, retirement plan services, trust services, and wealth planning services. He is also responsible for Janney Capital Management, an independent division of Janney Montgomery Scott, which provides fee-based discretionary investment management for individual, corporate and institutional portfolios.

Kevin is a member of Janney's Executive Committee, Risk Committee, Product Review Committee and serves as President of Janney Trust Company.

Kevin joined Janney from LPL Financial where he supervised a team of professionals that was responsible for the fixed income product needs of the largest independent financial advisor force in the country. In addition, his experience includes various product roles at firms such as AIG Advisor Group and Fiserv Securities.

Kevin holds a Bachelor of Science in Finance from Colorado State University and a Masters of Finance from Pennsylvania State University. He is registered as a General Securities Principal, a Municipal Securities Principal, and a General Securities 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.

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/