Kevin Jude Reed

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

Kevin Jude Reed

Kevin Jude Reed

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

Overview
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1409

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Senior Vice President & Head of Marketing & Corporate Communications at Janney Montgomery Scott LLC

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Executive Vice President & President, Private Client Group at Janney Montgomery Scott LLC

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Senior Vice President & Head of Capital Markets Group at Janney Montgomery Scott LLC

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Chief Investment Strategist at Janney Montgomery Scott LLC (Investment Management)

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

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Director at Janney Montgomery Scott LLC (Investment Management)

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President & Chief Executive Officer at Janney Montgomery Scott LLC

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Former Senior Vice President, Chief Operations Officer at Janney Montgomery Scott LLC

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Head of Fixed Income at Janney Montgomery Scott LLC

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

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Kevin Jude Reed
Senior Vice President & Head of Wealth Management at Janney Montgomery Scott LLC
Education

Colorado State University is a public research university located in Fort Collins, in the U.S. state of Colorado. The university is the state's land grant university, and the flagship university of the Colorado State University System. The current enrollment is approximately 32,236 students, including resident and non-resident instruction students and the University is planning on having 35,000 students by 2020. The university has approximately 1,540 faculty in eight colleges and 55 academic departments. Bachelor's degrees are offered in 65 fields of study, with master's degrees in 55 fields. Colorado State confers doctoral degrees in 40 fields of study, in addition to a professional degree in veterinary medicine. Colorado State University is a land-grant institution classified as a Carnegie Doctoral/RU/VH: Research Universities (very high research activity). CSU was founded as Colorado Agricultural College in 1870, six years before the Colorado Territory gained statehood. It was one of 68 land-grant colleges established under the Morrill Act of 1862. Doors opened to a freshman class of 1 student in 1879.

The Smeal College of Business at The Pennsylvania State University offers highly ranked undergraduate, MBA, executive MBA, Ph.D., and executive education opportunities to more than 6,000 students at all levels. Smeal is among the largest business schools in the United States, and is accredited in business and accounting by the Association to Advance Collegiate Schools of Business (AACSB).

Career History
Senior Vice President & Head of Wealth Management
2007 - Current

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.

Senior Vice President & Head of Wealth Management
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.

Chairman & Manager
2014 - ?

JCM’s approach to security analysis is based primarily on fundamental research. The firm’s investment committee, comprised of their investment personnel, meets to evaluate global and domestic macroeconomic trends and the opportunities they present, and to identify asset allocation, asset class and sector weightings, strategic and tactical portfolio strategies and security selection. The investment committee’s focuses are on investment monitoring, rebalancing, and portfolio management. JCM’s investment professionals will take into account factors such as current yield, price attractiveness, earnings and dividend growth potential, and economic, political and sociological factors, as applicable. The firm’s principal sources of information include issuer-prepared information (annual reports, proxy materials, press releases, etc.); SEC filings; management interviews and contacts; industry trade association statistics; government data; and financial publications. Additional research materials are obtained from equity research departments of other financial institutions and independent research services.

Boards & Committees
Member, Executive Committee
2014 - Current

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.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Kevin Jude Reed. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Kevin Jude Reed's profile does not indicate a business or promotional relationship of any kind between RelSci and Kevin Jude Reed.