Jason Todd Morgenstern

Director at Janney Montgomery Scott LLC (Investment Management)

Jason Todd Morgenstern

Jason Todd Morgenstern

Director at Janney Montgomery Scott LLC (Investment Management)

Overview
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685

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Relationships
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Senior Vice President & Head of Wealth Management at Janney Montgomery Scott LLC

Relationship likelihood: Strong

President & Chief Executive Officer at Janney Montgomery Scott LLC

Relationship likelihood: Strong

Head of Public Finance at Janney Montgomery Scott LLC (Investment Management)

Relationship likelihood: Strong

Managing Director at Janney Montgomery Scott LLC

Relationship likelihood: Strong

Chairman & Chief Executive Officer at The Penn Mutual Life Insurance Co.

Relationship likelihood: Strong

Director, Retirement Plan Services at Janney Montgomery Scott LLC (Investment Management)

Relationship likelihood: Strong

First Vice President & Director, High Net Worth Planning Group at Janney Montgomery Scott LLC (Investment Management)

Relationship likelihood: Strong

Chief Executive Officer, Chairman of the Board at Penn Mutual Asset Management LLC

Relationship likelihood: Strong

President & Chief Investment Officer at Janney Capital Management LLC

Relationship likelihood: Strong

Senior Vice President of Investments & Branch Manager at Janney Montgomery Scott LLC

Relationship likelihood: Strong

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Jason Todd Morgenstern
Director at Janney Montgomery Scott LLC (Investment Management)
Career History
Director
2018 - Current

JMS-IM offers investment advisory services primarily through their Wealth Management Department. Their investment advisory services generally fall within one of five broad business lines: (1) fee-based advisory \"wrap\" programs (2) traditional discretionary investment management services through Janney or their Janney Capital Management subsidiary (3) financial planning services (4) retirement plan investment advisory services and (5) consulting services. The Wealth Management Department and Janney Capital Management personnel work closely with the firm's Private Client Group, including the firm's Financial Advisors, in providing investment advisory services to clients. JMS-IM provides investment advisory services on a discretionary, nondiscretionary and model portfolio basis.

Director of Equity Sales Trading of New York
Tenure Unconfirmed

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

Vice President
Tenure Unconfirmed

Ladenburg Thalmann & Co., Inc. provides investment baking and brokerage services. The company also provides asset and wealth management, underwriting, alternative investments and advisory services. It offers services to emerging growth companies and high net worth individuals. It operates in Florida, Miami, Illinois, California, New Jersey, Houston, and Columbus. Ladenburg Thalmann was founded in 1876 and is headquartered in New York, NY.

Boards & Committees
Director
2018 - Current

Janney offers investment advisory services primarily through their Wealth Management Department. Their investment advisory services generally fall within one of five broad business lines: (1) fee-based advisory \"wrap\" programs (2) traditional discretionary investment management services through Janney or their Janney Capital Management subsidiary (3) financial planning services (4) retirement plan investment advisory services and (5) consulting services. The Wealth Management Department and Janney Capital Management personnel work closely with the firm's Private Client Group, including the firm's Financial Advisors, in providing investment advisory services to clients.

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