Kirk J. Stensrud
JANNEY MONTGOMERY SCOTT | Managing Director - Investments
Radnor, PA 19087
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CRD#: 2938133
Kirk J StensrudJANNEY MONTGOMERY SCOTT
Professional summary
Kirk J Stensrud, CFP®, who also goes by Kirk John Stensrud, is a registered financial advisor currently at JANNEY MONTGOMERY SCOTT LLC located in Radnor, Pennsylvania.
Kirk is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Kirk has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
At a Glance
Min. Asset: $100K–$250K
250–500 clients
Services Offered
Financial Planning
Risk Management & Insurance
Investment Management
Retirement Planning
Aliases
Kirk John Stensrud
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kirk J Stensrud's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Kirk J Stensrud'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®
CFP®
Start date: 2004
Experience
Current
July 9, 2026 - Present
JANNEY MONTGOMERY SCOTT LLC
Office #1: 150 Radnor-chester Road Suite B-100, Radnor, PA 19087RIA
BD
CRD#: 463
Radnor, PA
Current
July 9, 2026 - Present
JANNEY MONTGOMERY SCOTT LLC
Office #1: 150 Radnor-chester Road Suite B-100, Radnor, PA 19087RIA
BD
CRD#: 463
Radnor, PA
Past
June 30, 2016 - July 20, 2026
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CONSHOHOCKEN, PA
Past
June 30, 2016 - July 20, 2026
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CONSHOHOCKEN, PA
Past
November 3, 2011 - July 27, 2016
MORGAN STANLEY
RIA
CRD#: 149777
JENKINTOWN, PA
Past
November 3, 2011 - July 27, 2016
MORGAN STANLEY
BD
CRD#: 149777
JENKINTOWN, PA
Past
August 14, 2007 - November 7, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ELKIN PARK, PA
Past
August 9, 2007 - November 7, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ELKIN PARK, PA
Past
October 4, 2004 - September 6, 2007
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
RYDAL, PA
Past
September 8, 2003 - October 28, 2004
JANNEY MONTGOMERY SCOTT LLC
BD
CRD#: 463
PHILADELPHIA, PA
Past
February 2, 1998 - September 19, 2003
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
October 16, 1997 - January 16, 1998
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
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
Alabama(7/9/2026)
RR
Arizona(7/9/2026)
RR
California(7/9/2026)
RR
Colorado(7/9/2026)
RR
Connecticut(7/9/2026)
RR
Delaware(7/13/2026)
RR
District of Columbia(7/9/2026)
RR
Florida(7/9/2026)
IAR
Florida(7/10/2026)
RR
Georgia(7/9/2026)
RR
Hawaii(7/9/2026)
RR
Idaho(7/9/2026)
RR
Illinois(7/9/2026)
RR
Kentucky(7/9/2026)
RR
Louisiana(7/9/2026)
RR
Maine(7/9/2026)
RR
Maryland(7/9/2026)
RR
Massachusetts(7/10/2026)
RR
Michigan(7/9/2026)
RR
Mississippi(7/9/2026)
RR
Missouri(7/9/2026)
RR
Nevada(7/9/2026)
RR
New Hampshire(7/9/2026)
RR
New Jersey(7/9/2026)
RR
New York(7/9/2026)
RR
North Carolina(7/20/2026)
RR
Ohio(7/9/2026)
RR
Oregon(7/9/2026)
RR
Pennsylvania(7/9/2026)
IAR
Pennsylvania(7/9/2026)
RR
South Carolina(7/9/2026)
RR
Tennessee(7/9/2026)
RR
Texas(7/9/2026)
IAR
Texas(7/9/2026)
RR
Utah(7/9/2026)
RR
Virginia(7/9/2026)
RR
Washington(7/9/2026)
RR
Wyoming(7/9/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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 | |
| 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
JANNEY MONTGOMERY SCOTT LLC
Managing Director - InvestmentsCRD#: 463Radnor, PA 19087TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
