Brent Alan Markley

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Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

41 years registered in the securities industry

Current & Past Employments

Current

JANNEY MONTGOMERY SCOTT LLCCurrent·CRD# 463

RIA

BD

441 Wheeling Avenue Main Level, Cambridge, OH 43725

October 31, 2024 - Present

JANNEY MONTGOMERY SCOTT LLCCurrent·CRD# 463

RIA

BD

441 Wheeling Avenue Main Level, Cambridge, OH 43725

October 31, 2024 - Present

Past

LPL FINANCIAL LLCPast·CRD# 6413

BD

Columbus, OH

May 27, 2011 - November 11, 2024

STRATOS WEALTH PARTNERS, LTDPast·CRD# 153184

RIA

Cambridge, OH

June 6, 2011 - October 31, 2024

WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616

RIA

Columbus, OH

January 1, 2008 - May 31, 2011

WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616

BD

Columbus, OH

January 1, 2008 - May 31, 2011

A. G. EDWARDS & SONS, INC.Past·CRD# 4

BD

Columbus, OH

August 19, 1991 - January 3, 2008

A. G. EDWARDS & SONS, INC.Past·CRD# 4

RIA

Columbus, OH

May 12, 1999 - January 1, 2008

EDWARD JONESPast·CRD# 250

BD

St. Louis, MO

August 21, 1985 - September 5, 1991

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Current Firm

JANNEY MONTGOMERY SCOTT LLC

JANNEY MONTGOMERY SCOTT INC. | PARKER/HUNTER ASSET MANAGEMENT | JANNEY MONTGOMERY SCOTT LLC

CRD#: 463 / SEC#: 801-7258, 8-462

RIA

Registered Investment Advisory firm - SEC (3/8/1971 Approved)

BD

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

1717 Arch Street, Philadelphia, PA 19103

Mailing Address

1717 Arch Street, Philadelphia, PA 19103

Phone Number

(215) 665-6000

Established

Delaware since 08/27/1999

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Large

# of Employees

2,404

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

JANNEY MONTGOMERY SCOTT WRAP FEE DISCLOSURE BROCHURE (6/30/2026)

JANNEY MONTGOMERY SCOTT INVESTMENT MANAGEMENT DISCLOSURE BROCHURE (6/30/2026)

Direct owners and executive officers

Name	Position	CRD#
JUNE PURCHASER LLC	OWNER	—
DOWNEY, DANEEN ELIZABETH	DEPUTY GENERAL COUNSEL	4758790
FUSCO, CHRISTOPHER	ROSFP	5858082
HALL, CAROLINE KATHRYNE	CHIEF COMPLIANCE OFFICER	6342772
HRICKO, MICHAEL J	CHIEF FINANCIAL OFFICER	4509746
LEMPA, JESSICA ELLEN	IA CCO	5276453
MCSHEA, GREGORY BURNS	GENERAL COUNSEL	2870963
MILLER, ANTHONY MATTHEW	DIRECTOR, PRESIDENT AND CEO	4597116
MULLAN, DAVID MICHAEL	PRINCIPAL OPERATIONS OFFICER	2739186
REED, KEVIN JUDE	EXECUTIVE OFFICER	2105832
RIGGI, BRETT STEPHAN	CHIEF OPERATING OFFICER	4462496

Regulatory Assets Under Management

Total Number of Accounts

243,808

AUM (Assets Under Management)

$110,113,690,076

Disclosures

Regulatory Event

54

Arbitration

67

Bond

1

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/29/2026	Cover Page	Report
11/07/2025	Cover Page	Report
03/21/2025	Cover Page	Report
10/09/2024	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) 06/03/2011: STRATOS WEALTH PARTNERS - NON-VARIABLE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION(S) - 100% OF TIME SPENT - AGENT W/INS TYPES: FIXED ANNUITIES, TER, UNIVERSAL & WHOLE LIFE, DISABILITY, HEALTH & DENTAL

(2) 6/6/2011 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 5/2011 - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 5/2011. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

(3) 11/24/2015: Stratos Wealth Partners, Ltd - DBA for LPL Business (entity for LPL business) - inv rel - 300 East Broad St, Suite 530, Columbus, OH 43215 - start 04/29/2011 - 160 hrs/mo; 130 hrs/mo during secs trdg hrs - activities: securities, investment advisory, financial planning, insurance

(4) 09/08/2016: The Markley Group LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 300 e broad st, Columbus oh 43215 - Start 08/31/2016 - No Time Spent - using the name on marketing materials

(5) 09/21/2016: Stratos Wealth Partners - Registered Investment Advisor DBA - DBA: (Hybrid) The Markley Group LLC - Investment Related - 300 e broad st, Columbus, oh 43215 - Start 08/31/2016 - No Time Spent - IAR, provide financial plans for a fee.

(6) 03/07/2022 - The Markley Group LLC - Not Investment Related - 300 E Broad St, Columbus OH 43215 - Business Entity For Tax/Investment Purposes Only - Start Date - 08/31/2016 - 0 Hours Per Month/0 Hours During Securities Trading.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JANNEY MONTGOMERY SCOTT LLC

JANNEY MONTGOMERY SCOTT INC. | PARKER/HUNTER ASSET MANAGEMENT | JANNEY MONTGOMERY SCOTT LLC

CRD#: 463 / SEC#: 801-7258, 8-462

RIA

Registered Investment Advisory firm - SEC (3/8/1971 Approved)

BD

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Arizona
(5/6/2025)

RR

California
(10/31/2024)

RR

Colorado
(10/31/2024)

RR

Connecticut
(11/12/2024)

RR

Delaware
(2/24/2026)

RR

Florida
(10/31/2024)

RR

Georgia
(11/1/2024)

RR

Illinois
(11/18/2024)

RR

Kentucky
(10/31/2024)

RR

Michigan
(10/31/2024)

RR

Missouri
(11/27/2024)

RR

New York
(10/31/2024)

RR

North Carolina
(11/13/2024)

RR

Ohio
(10/31/2024)

IAR

Ohio
(10/31/2024)

RR

Oregon
(11/4/2024)

RR

Pennsylvania
(10/31/2024)

RR

South Carolina
(10/31/2024)

RR

Tennessee
(11/6/2024)

RR

Texas
(10/31/2024)

IAR

Texas
(10/31/2024)

RR

Virginia
(10/31/2024)

RR

West Virginia
(10/31/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.