Adviser and broker representative · Janney Montgomery Scott LLC
Jennifer L. Burgio
CRD 2535204 · Warwick, RI
At a glance
Jennifer L. Burgio is an investment adviser representative with Janney Montgomery Scott LLC in Warwick, RI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jennifer’s SEC record dates to 2014, about 12 years ago. Jennifer is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Janney Montgomery Scott LLCSince March 2014Warwick, RI · $110B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jennifer’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Janney Montgomery Scott LLC
- Susan F. BeardWarwick
- Edmund M. BroomheadWarwick
- Sandra CummingsWarwick · Certified Financial Planner
- Thomas E. DayWarwick
- Crystal L. DubowskiWarwick
- Brendan P. FlahertyWarwick · Certified Financial Planner
- Joseph P. HassettWarwick
- Matthew J. HassettWarwick
Every advisor at Janney Montgomery Scott LLC →Janney Montgomery Scott LLC: assets, clients and custodians →Janney news, moves and payouts →Financial advisors in Warwick, RI →Every Janney Montgomery Scott LLC advisor in Warwick →Advisor Moves: who changed firms this week →