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
Du Bois, PA 15801
Credentials
Series 66
Industry experience
20 years
Mary Ruth Wilson is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 20 years of industry experience. She has been with Janney since 2016, following a year at Infinex Investments, Inc. Outside of her advisory role, Wilson serves as Chairman of the Board for Tri County Church of God in Du Bois, PA, where she oversees governance and strategic planning. Janney Montgomery Scott LLC is an SEC-registered investment adviser and dual-registered broker-dealer managing approximately $100.8 billion in client assets. The firm supports over 1,200 advisors and offers a wide range of services including portfolio management, financial planning, retirement plan consulting, and brokerage for individuals, high-net-worth clients, corporations, charities, and institutions.
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.
630 Division Street, Suite 1
Du Bois, PA 15801
Pennsylvania · Texas
Janney Montgomery Scott
2016 - Present (10 years)
Infinex Investments, Inc.
2015 - 2016 (1 year)
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 65
Dubois, PA
City Center Advisors, LLC
Series 66
Du Bois, PA
Janney Montgomery Scott
CFP®, Series 66
Du Bois, PA
Janney Montgomery Scott
Series 63, Series 65
Du Bois, PA
Janney Montgomery Scott
CFP®, Series 66
Du Bois, PA
Janney Montgomery Scott
Series 63, Series 65
Du Bois, PA
Janney Montgomery Scott
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")