Tim Herrera joined the Firm in October 2007 and has over 25 years of experience in the financial industry. He leads strategic partner relationship efforts with Janney’s Mutual Fund, ETF, 529 Plan, and Alternative Investment product partners, and he also provides support to the growth of Janney’s fee-based/advisory platforms.

Prior to joining Janney, Tim served in various leadership roles with ADP, The Bank of New York and JP Morgan. A graduate of Hofstra University with a BBA in Banking and Finance, Mr. Herrera also holds the FINRA Series 7, 66 and 31 licenses and he attained the Accredited Wealth Management Advisor (AWMA®) designation through the College of Financial Planning®.



  • AWMA®

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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