JS
Joshua A. Scheinker
JANNEY MONTGOMERY SCOTT LLC
Hunt Valley, MD 21030
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CRD#: 2523854
JS
Professional summary
Joshua Austin Scheinker, who also goes by Josh Scheinker, is a registered financial advisor currently at JANNEY MONTGOMERY SCOTT LLC located in Hunt Valley, Maryland.
Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Joshua has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Josh Scheinker
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) Cal Ripken Senior Foundation Basketball Kick Off, Baltimore, MD; Not Investment Related; Nature: Foundation is a 501(c)(3) non-profit founded in 2001 to honor the legend and spirit of Cal Ripken, Sr.; The Foundation prepares at-risk youths for life's challenges by teaching them critical life skills such as teamwork, communication, work ethic, and respect; Title/Position: Board Member; Duties: Raise money for the Foundation; Start 7/1/2021; Devotes 5 hrs./mo.; Not compensated. 2) Crainius; Not Investment related; 1800 Orleans Street, Baltimore, MD 21287; Advisory Board Member, Start date: 07/12/2021; 2 hrs month/0.1 hrs day; Hopkins doctor has created a med tech device; now in its infancy they are creating a company to bring the product to fruition and eventually seek FDA approval. This will be an advisory role; assist company in hiring management team and consult company as it grows; assist in building out Board.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Austin Scheinker's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Joshua Austin Scheinker'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
April 15, 2009 - Present
JANNEY MONTGOMERY SCOTT LLC
Office #1: 40 Wight Avenue Suite 510, Hunt Valley, MD 21030RIA
BD
CRD#: 463
Hunt Valley, MD
Current
April 15, 2009 - Present
JANNEY MONTGOMERY SCOTT LLC
Office #1: 40 Wight Avenue Suite 510, Hunt Valley, MD 21030RIA
BD
CRD#: 463
Hunt Valley, MD
Past
February 21, 2006 - April 23, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
PIKESVILLE, MD
Past
February 21, 2006 - April 23, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
PIKESVILLE, MD
Past
July 29, 1999 - February 21, 2006
LEGG MASON WOOD WALKER, INCORPORATED
RIA
CRD#: 6555
PIKESVILLE, MD
Past
September 4, 1998 - February 21, 2006
LEGG MASON WOOD WALKER, INCORPORATED
BD
CRD#: 6555
BALTIMORE, MD
Past
April 24, 1998 - July 8, 1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
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
Alaska(2/17/2022)
RR
Arizona(11/11/2021)
RR
California(4/15/2009)
IAR
California(5/13/2009)
RR
Colorado(4/15/2009)
RR
Connecticut(2/11/2022)
RR
Delaware(4/15/2009)
RR
District of Columbia(4/15/2009)
IAR
District of Columbia(8/10/2009)
RR
Florida(4/15/2009)
RR
Georgia(4/15/2009)
RR
Illinois(4/15/2009)
RR
Iowa(3/4/2022)
RR
Kentucky(12/3/2024)
RR
Maine(6/11/2018)
RR
Maryland(4/15/2009)
IAR
Maryland(4/15/2009)
RR
Massachusetts(4/15/2009)
RR
Minnesota(11/1/2023)
RR
New Jersey(4/15/2009)
IAR
New Jersey(6/22/2009)
RR
New Mexico(7/21/2022)
RR
New York(4/15/2009)
RR
North Carolina(4/15/2009)
IAR
North Carolina(6/3/2009)
RR
Pennsylvania(4/15/2009)
RR
South Carolina(4/15/2009)
RR
Tennessee(4/11/2016)
RR
Texas(4/15/2009)
IAR
Texas(5/18/2009)
RR
Utah(2/26/2025)
RR
Vermont(8/10/2018)
RR
Virginia(4/15/2009)
RR
Washington(11/11/2021)
RR
West Virginia(4/15/2009)
Exams
State Security Law 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
CRD#: 463Hunt Valley, MD 21030TRUST BUT VERIFY
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