Advisor at Janney Montgomery Scott
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Janney Montgomery Scott
Location
Cambridge, OH 43725
Credentials
Series 63
Industry experience
40 years
Brent Markley is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds a Series 63 designation and previously worked at Stratos Wealth Partners, Ltd and LPL Financial. Markley is based in Cambridge, Ohio. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.
Based on Janney Montgomery Scott
Flat fee arrangements available on a case-by-case basis, subject to Wealth Management Department approval.
$0 - $500,000: Up to 2.00% $500,001 - $1,000,000: Up to 2.00% $1,000,001 - $3,000,000: Up to 2.00% $3,000,001 - $5,000,000: Up to 2.00% $5,000,001 - $15,000,000: Up to 2.00% $15,000,001 - $25,000,000: Up to 2.00% $25,000,001+: Up to 2.00%
Commission-based annuities held in non-qualified Partners Advisory and Compass Programs, marked non-billable.
Janney Client Service Center (JCSC) advisory services assessed annual fee of 0.95%, billed quarterly in advance.
Account minimum: $5,000 Fee-only: Financial planning services typically billed one time; Consulting services may be annual flat fee or asset-based fee.
441 Wheeling Avenue, Main Level
Cambridge, OH 43725
Ohio · Texas
Janney Montgomery Scott
2024 - Present (2 years)
Stratos Wealth Partners, Ltd
2011 - 2024 (13 years)
LPL Financial
2011 - 2024 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Cambridge, OH
Janney Montgomery Scott
Series 63
Cambridge, OH
Janney Montgomery Scott
Series 66
Cambridge, OH
Edward Jones
Series 66
Cambridge, OH
Edward Jones
Series 66
Cambridge, OH
Edward Jones
Series 66
New Concord, OH
Edward Jones
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