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Vetted Advisor's Table

James Ernst, AAMS®, CLTC
The Mangan, Ernst & Rankin Wealth Management Group

Tel: 800-613-1327
6000 Sagemore Drive
Suite 6201
Marlton, NJ 08053
The Mangan, Ernst & Rankin Wealth Management Group | Financial Advisor in Marlton ,NJ

Wealth is a marathon, not a sprint


About James Ernst

Jim Ernst is the advance planning specialist and small business retirement planning subject matter expert for the practice. Jim assists individuals with estate planning, extended care planning, wealth protection and transfer as well as assisting businesses with their 401(k)/ Employee Retirement Plan Design, implementation and compliance. Prior to joining Janney in 2009, Jim was VP/Financial Advisor with Wachovia Securities.

Clark Mangan specializes in the practice's Retirement Income Planning design. Clark works with clients and their tax advisors to craft financial, retirement, and income plans addressing the increasing complex challenges facing today's investors and retirees. Prior to joining Janney in 2009, Clark was VP/Financial Advisor with Wachovia Securities.

David Rankin is the investment management specialist of the group, overseeing the implementation and management of client portfolios.

David is a graduate of Haverford High School and earned his bachelor's degree in finance from Indiana University of Pennsylvania. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds securities and insurance licenses in various states. Prior to joining Janney Montgomery Scott, David spent the majority of his 18 year career as a Vice President with Wheat First, Butcher & Singer which through acquisition, became Wachovia Securities.


About The Mangan, Ernst & Rankin Wealth Management Group

OUR MISSION:
•We believe that wealth exists for a purpose; to provide security today, enjoyment tomorrow, and family advancement or philanthropic purpose in the future.
•Our mission is to help our clients maximize every element of their wealth and help their families navigate the management, preservation and transfer of their wealth.

OUR CLIENTS:
•Our clients tend to be highly successful individuals whose time is at a premium.
•We strive to simplify the ever-evolving world of money management and act as their family's Chief Financial Officer.

As a team, we pride ourselves on our multi-faceted experience and knowledge. Our ability to provide guidance in each of these areas makes us a one-stop-shop for all of your financial needs:

See Disclosures

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General Information

Name of Broker/Dealer:   Janney Montgomery Scott LLC
States Licensed in:   AZ,CA,DE,FL,GA,IL,KY,MA,MD,MO,NC,NJ,NY,OR,PA,SC,VA
Number of Years with Current Firm:   6

Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Life, Long Term Care

Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets

Board Positions

Organization :   Radnor Memorial Library, Wayne, PA
Position :   Trustee, Treasurer
Duration :   January 2013-Present

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1879987/wiseradvisor-the-mangan,-ernst-&-rankin-wealth-management-group-detailed-disclosure.html

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