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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm Saturday 9am - 11pm Sunday 9am - 11pm

The Atlanta Complex of Janney Montgomery Scott LLC

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The Atlanta Complex of Janney Montgomery Scott LLC

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The Atlanta Complex is a part of the Southeast Region's geographic footprint at Janney. Our page and updates are intended for U.S. residents only.

Complex Director Rick Ballou leads the efforts with the continued growth and expansion of Janney's presence in Atlanta & Georgia, along with the Southeast Region. Janney Montgomery Scott LLC (“Janney”) is a Registered Investment Advisor, Broker Dealer and a member of FINRA, NYSE, and SIPC. No information posted on this site should be construed as a recommendation by Janney or any of its affiliates as an offer to sell or solicitation to buy any securities or as personalized investment advice. For information about how Janney may use the information you provide, please visit http://www.janney.com/privacy-policy. You can also visit www.Janney.com/socialmedia for more information. 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.

11/02/2026

I’m pleased to welcome Financial Advisor Chris Manimbo to Janney in Miami.

Chris joins us from Edward Jones and manages more than $250 million in client assets. His addition continues Janney’s growth in South Florida, where we’ve added ten Financial Advisors in recent years across Miami, Boca Raton, Palm Beach, and the surrounding region.

The team will also have a presence in our Fairfield, Connecticut, office.

If you’re evaluating what’s next for your practice, let’s connect.

https://bit.ly/4ef1FxL

10/20/2026

Janney continues to grow in Texas with the opening of our new Houston office. The office brings together four experienced Financial Advisors, including Sean Fitzpatrick, Jim Edwards, Lance Murphy, and Christin Simon.

The advisors join us from Raymond James and collectively manage nearly $3.5 billion in client assets. Their decision to join Janney reflects what experienced advisors value about our firm: flexibility, personalized support, and the resources to serve clients and grow their practices.

If you’re evaluating what’s next for your practice, let’s talk.

https://bit.ly/4zaUVsU

10/14/2026

I’m pleased to welcome Barry Richter, First Vice President/Wealth Management, to Janney in Radnor, Pennsylvania.

Barry joins Janney from Raymond James and manages more than $110 million in client assets. His addition follows the expansion of our Radnor office earlier this year with four Financial Advisors managing more than $630 million.

https://bit.ly/4ewlJLU

10/08/2026

A meaningful legacy starts with a plan built around you. A personalized financial strategy can bring greater clarity to your decisions and your future. Reach out today if you’d like to talk about building a financial strategy aligned with your goals, priorities, and long-term vision: https://bit.ly/3VTRN63

Together, we can .

09/19/2026

I’m pleased to welcome Financial Advisor Todd Phelan to Janney’s Atlanta office. Todd joins from Cambridge Investment Research Advisors with nearly 30 years of industry experience and manages more than $125 million in client assets.

Todd joins the established Willett Phelan Myers Rodts Wealth Management Group. His move reflects one of the advantages of Janney: the opportunity to collaborate with an established team while benefiting from the resources, flexibility, and advisor-focused culture to continue growing and serving clients.

If you’re looking for the right partner for your business, let’s connect.

https://bit.ly/4xuLOlh

09/10/2026

When experienced Financial Advisors consider a new firm, they’re choosing a long-term partner for their clients, their teams, and the businesses they’ve built.

In a Barron’s feature, CEO Tony Miller discusses why advisors are choosing Janney, from the freedom to run their practices their way and ownership of their client relationships to accessible leadership, personalized support, and an equity stake in the firm.

The results speak for themselves: 99% advisor retention over the past year and record recruiting results.

Read the full Q&A: https://bit.ly/4yus0iT

08/25/2026

I’m pleased to welcome Financial Advisor Jenna Fiore, First Vice President/Wealth Management, to Janney’s Glastonbury, Connecticut office. Jenna joins from Wells Fargo and manages nearly $150 million in client assets.

I look forward to seeing Jenna grow her practice with the flexibility, personalized support, and advisor-first culture Janney provides.

If you’re considering what’s next for your practice, let’s talk.

https://bit.ly/4xl1I2k

08/18/2026

I’m pleased to welcome Madura Private Wealth Group to Janney in Lake Forest, Illinois, further expanding our presence in Greater Chicago. Led by Financial Advisor Daniel Madura, the team joins us from Wells Fargo and manages nearly $420 million in client assets.

Welcome to Janney!

https://bit.ly/4wAmj1G

08/13/2026

Congratulations to the Janney Financial Advisors recognized on the 2026 Forbes Best-in-State Next-Gen Wealth Advisors list. I'm proud to work alongside our advisors and the teams that help them deliver an exceptional client experience every day.

https://bit.ly/4qhRb5l

08/07/2026

Taxes can quietly affect portfolio outcomes over time. Janney’s Tax Overlay Management is designed to help protect after-tax value and support a more tax-aware approach to long-term planning. Learn more here: https://bit.ly/4fLxFur

Address

3560 Lenox Road NE.
Atlanta, GA
30326

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm
Saturday	9am - 11pm
Sunday	9am - 11pm

Telephone

+14049262027

Website

http://www.janneyatlantacomplex.com/

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