Janney's Position on the Protocol

We work hard to deliver a culture at Janney that allows advisors to manage their business how they choose and where they feel they can keep their clients’ best interests first and manage their business accordingly. As a result, we have high advisor satisfaction and retention and, in turn, high client satisfaction. Investors need consistent, relevant financial advice from trusted sources more than ever. Janney is part of Protocol because it ultimately helps to protect the client by maintaining a consistent delivery of advice and service to investors by their advisor. By leaving Protocol, firms put their clients in a position of having to pause, or end, getting advice from an advisor with whom they’ve built a trusted relationship over years.

"I came to Janney because I wanted a firm where my clients come first...I wanted support and freedom to develop my practice in the direction that best serves my clients."

Sheila Shaffer, Executive Vice President, formerly with Morgan Stanley

Transition Process and Transition Team

Transition Process

Once you make the decision to join Janney, we assign you an experienced transition team to start moving your business.

Explore Janney Technology

Janney Technology

Janney has created an integrated technology platform to help you deliver extraordinary advice and service to your clients.

Practice management-Janney values access and support

Practice Management

Our culture ensures responsive service from home office personnel while encouraging local decision making.


DOL Support

DOL Support

Janney Wealth Management provides proactive support so that you can feel confident and well-prepared for the ruling.


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Mark Luschini

Janney in the News

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Recruiting News

Recruiting News

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