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Endless Potential.

Speak to a Janney Financial Advisor in the Boston region today.

About Janney:

190+ Year History of Financial Strength
Privately Held
170,000+ Household Relationships
$159B+ in Assets*

*As of June 30, 2025
**As of May 31, 2025

There are no guarantees that any investment or investment strategy will meet its objectives or that an investment can avoid losses. Investment products offered are not insured by the FDIC or any other government agency. They also involve investment risk and past performance is not an indication of future results.

Janney Montgomery Scott LLC nor its Financial Advisors give tax, legal, or accounting advice. Please consult with the appropriate professional for advice concerning your individual circumstances.

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.

For a full description of Janney's investment advisory products and services, including investment programs managed by Janney Capital Management LLC, please refer to Janney's and Janney Capital Management's Form ADV Part 2 (i.e., Investment Management Disclosure Brochure), available on Janney's website or by contacting your Janney Financial Advisor.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website:  http://brokercheck.finra.org/

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At Janney, we believe that a stronger client-advisor relationship means better outcomes for investors like you.

From sophisticated investments to specialized services for affluent individuals and business owners, at Janney, your advisor is empowered to design a financial strategy around what matters most: you.

A Lifelong Relationship Built Around You

At Janney, your advisor has access to a specialized planning team and leading technology to guide you through every stage of your life — helping you adapt, grow, and stay on track.

Planning That Evolves with Your Life

Confidence You Can Count On

Our 190-year history of financial strength means you can count on Janney now and into the future. And as a privately held firm, your advisor’s only focus is on you — not on shareholder demands.

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Janney Montgomery Scott LLC | Member: FINRA, NYSE, SIPC

SERVING THE BOSTON REGION

Regional Highlights:

Since opening our doors in Cincinnati in 2017, we’ve grown to manage over $1.3 billion in assets on behalf of individuals, families, and businesses**
Backed by a team of 14 experienced local financial planning and industry professionals

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A free, no-strings-attached financial review to assess where you stand financially

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