Edmund J. Vilsack
JANNEY MONTGOMERY SCOTT LLC | Vice President/Wealth Management
Canonsburg, PA 15317
CRD#: 2220464
Professional summary
Edmund Joseph Vilsack JR, who also goes by E J VIlsack Jr, is a registered financial advisor currently at JANNEY MONTGOMERY SCOTT LLC located in Canonsburg, Pennsylvania.
Edmund is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Edmund has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
What are your service offerings?
Financial Planning,
Investment Management,
Retirement Planning,
Estate Planning,
Individual Insurance (Life, He...
Do you have an area of expertise or specialization?
Estate Planning,
Retirement Planning,
Investment Management,
High Net Worth Planning
How do you get paid?
Commission,
% of AUM
Are you a "fiduciary"?
Yes
Aliases
E J Vilsack Jr
Other business activities
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) Asil Real Estate, LLC; Rental Real estate; 94 Lintel dr. McMurray, PA 15317; Start date: 02/05/2020; President; Purchase and manage rental real estate; 1hr/month; Not Investment-related
CRS (Client Relationship Summary) - RIA
Click below to view Edmund Joseph Vilsack JR's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Edmund Joseph Vilsack JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 30, 2006 - Present
JANNEY MONTGOMERY SCOTT LLC
Office #1: 375 Southpointe Blvd. Suite 400, Canonsburg, PA 15317RIA
BD
CRD#: 463
Canonsburg, PA
Current
April 20, 2000 - Present
JANNEY MONTGOMERY SCOTT LLC
Office #1: 375 Southpointe Blvd. Suite 400, Canonsburg, PA 15317RIA
BD
CRD#: 463
Canonsburg, PA
Past
March 20, 1995 - April 25, 2000
PARKER/HUNTER INCORPORATED
BD
CRD#: 7324
PITTSBURGH, PA
Past
May 6, 1992 - March 28, 1995
FIRST UNION CAPITAL MARKETS CORP.
BD
CRD#: 6124
CHARLOTTE, NC
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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/25/2007)
RR
California(1/25/2007)
RR
Colorado(4/20/2000)
RR
Connecticut(1/25/2007)
RR
Delaware(1/25/2007)
RR
Florida(4/20/2000)
RR
Georgia(12/2/2005)
RR
Hawaii(1/25/2007)
RR
Illinois(1/25/2007)
RR
Indiana(3/14/2016)
RR
Iowa(7/2/2024)
RR
Kentucky(5/22/2019)
RR
Maryland(4/20/2000)
RR
Michigan(5/16/2000)
IAR
Michigan(1/22/2010)
RR
Minnesota(7/28/2023)
RR
Montana(2/8/2018)
RR
Nevada(10/4/2007)
RR
New Jersey(1/25/2007)
IAR
New Jersey(8/30/2010)
RR
New York(4/20/2000)
RR
North Carolina(9/6/2006)
IAR
North Carolina(5/27/2011)
RR
Ohio(1/26/2007)
RR
Oklahoma(10/2/2012)
RR
Oregon(4/25/2016)
RR
Pennsylvania(4/20/2000)
IAR
Pennsylvania(3/30/2006)
RR
Rhode Island(1/25/2007)
RR
South Carolina(1/25/2007)
RR
Texas(5/11/2015)
IAR
Texas(9/28/2016)
RR
Utah(11/29/2011)
RR
Virginia(8/24/2004)
RR
West Virginia(3/15/2006)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange
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)
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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
2,375
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JUNE PURCHASER LLC | OWNER | |
| CULLEY, JOSEPH DAVID | BANKING PRINCIPAL (BP) | 4275987 |
| 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 | 239,256 |
| AUM (Assets Under Management) | $ 100,795,564,390 |
Disclosures
| Regulatory Event | 54 |
| Arbitration | 66 |
| Bond | 1 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/07/2025 | ||
| 03/21/2025 | ||
| 10/09/2024 | ||
| 10/26/2023 |
Red Flags
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.
Company Information
JANNEY MONTGOMERY SCOTT LLC
Vice President/Wealth ManagementCRD#: 463Canonsburg, PA 15317TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
