James Winner Email & Phone Number
Senior Vice President and Investments, Financial Advisor CFP @ Janney Montgomery Scott LLC
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
James Winner Location
- Maryland, United States
James Winner Work
- Senior Vice President and Investments, Financial Advisor CFP @ (November 2015 - Present)
- Senior Vice President, Investments CFP @ (June 2008 - October 2015)
- Senior Vice President, Investments @ (October 1998 - June 2008)
- Senior Vice President, Investments @ (June 1992 - October 1998)
James Winner Education
- Rutgers University
Bachelor's degree (Accounting and Business/Management)
1978-1982
James Winner Skills
- Certified Financial Planner
- Estate Planning
- Insurance
- Investments
- Portfolio Management
- Retirement Income Strategies
- Retirement Planning
James Winner Summary
- James Winner, based in Maryland, United States, is currently a Senior Vice President and Investments, Financial Advisor CFP at Janney Montgomery Scott LLC. James Winner brings experience from previous roles at RBC Wealth Management – Private Banking and Ferris Baker Watts Inc. James Winner holds a 1978 - 1982 Bachelor's degree in Accounting and Business/Management @ Rutgers University. With a robust skill set that includes Certified Financial Planner, Estate Planning, Insurance, Investments, Portfolio Management and more. James Winner has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different James Winner?
Find contact details for 700 million professionals.
Top Janney Montgomery Scott LLC Employees
Jerry Lombard
President and Private Client Group
Philadelphia, PA, US
John Ciccarone
Chief Technology Officer
Freehold Township, NJ, US
Peter Bilinsky
Vice President, Human Resources
Philadelphia, PA, US
Christopher Clavin
Executive Vice President and Wealth Management, Financial Advisor
Philadelphia, PA, US
Mike Hricko
Chief Financial Officer
Newtown, PA, US
Bryan Eberly
Senior Vice President and Wealth Management
Philadelphia, PA, US
Kelly Bruchesky
Vice President, Director of PCG Development and Events
Philadelphia, PA, US
Chris Johnson
Vice President, Director of Marketing Operations
Philadelphia, PA, US
Michael Crook
Chief Investment Officer
Philadelphia, PA, US
Christopher Borden
Managing Director, Financial Advisor with Stedmark Partners
Philadelphia, PA, US
Ed Blumenthal
Senior Vice President and Wealth Management
Philadelphia, PA, US
Michael Gannon
Chief Marketing Officer
Boston, MA, US
Peyton Wylie
Co-Founder of D.A.C. Investment Partners
Philadelphia, PA, US
Dawn Dupre
Managing Director and Wealth Management, Financial Advisor
Philadelphia, PA, US
Tony Miller
President and CEO
Philadelphia, PA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co