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.
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:
James Ernst
Financial Advisor AAMS,
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. Jim works hand in hand with many of the industry's premier ERISA/Retirement Platform professionals to craft targeted solutions addressing the individual needs of today's business owners, their enterprises, and their employees. Prior to joining Janney in 2009, Jim was VP/Financial Advisor with Wachovia Securities.
Jim is a graduate of Central Bucks West High School and the University of Delaware. Jim holds various accreditations including the AAMS (Accredited Asset Management Specialist), CLTC (Certified in Long Term Care) and is an active member of industry organizations such as the Philadelphia Estate Planning Council and the Financial Planning Association.
In his spare time, Jim is active in his community, volunteering with the Radnor Conservancy and serving on the Board of the Radnor Memorial Library. In addition to spending time with his wife Lynn and their two children, Jim is an avid sportsman and enjoys fishing, skiing, golf and traveling. Jim and his family reside in Radnor Township, PA.
Clark Mangan
Financial Planning Expert
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.
Clark is a graduate of Bishop Eustace Preparatory School and St. Joseph's University. He holds a certificate from the Wharton School of Business, University of Pennsylvania/Janney in Retirement Income Planning. Currently, Clark holds memberships to the National Council on Aging and the Financial Planning Association as well as holding securities and insurance licenses in various states. He also earned the honor of South Jersey Magazine's "33 People to Watch".
In his spare time, he enjoys spending time with his family and the outdoors. Clark is most at home in or on the water- spending most of his time fishing offshore and inshore. He is a PADI certified scuba diver and United States Coast Guard OUPV Captain. In addition to spending time with his family, Clark enjoys fishing, gardening and landscaping. He and his wife and their two children reside in Medford, NJ.
David Rankin
CFP®
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.
Away from the office, David enjoys golf, tennis, running, snowboarding and is a member of the Wissahickon Ski Club. He participates in the Adopt-a-Park program in Lower Merion Township and volunteers for the Friends of the Cynwyd Heritage Trail. David and his wife Abby live in Bala Cynwyd, PA with their two children. David has been featured on KYW NewsRadio 1060 for the past 5 years, providing daily commentary on today's economy and financial markets.
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 |