Adviser and broker representative · Janney Montgomery Scott LLC
Omar Khalifa
CRD 4445906 · Philadelphia, PA
At a glance
Omar Khalifa is an investment adviser representative with Janney Montgomery Scott LLC in Philadelphia, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Omar’s SEC record dates to 2004, about 22 years ago. Omar is also registered as a broker representative.
Current advisory firm
- Janney Montgomery Scott LLCSince March 2017Philadelphia, PA · $110B in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Omar’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
- 5 firmsLocked
- 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.