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Peter D. Shelp

Janney Montgomery Scott LLC

# Office Center 270 270 Pierce Street

Kingston, PA 18704


About Janney Montgomery Scott LLC

How I Work With Clients

Long-term focus and discipline start with a sound investment strategy. The first meeting is a complimentary consultation. I like to get acquainted with you and your family to discuss your current financial condition and determine your invetment objectives.

Once we begin a business relationship, we proceed to gather all of your financial data, which includes current investments, income, assets, insurances and any debts or loans. Upon determining your goals and objectives, we then analyze the information and agree upon a financial plan. Once an investment plan is agreed upon, our team of specialists will work with your own independent tax and legal advisors. Our goal is to add value through a comprehensive planning approach.

Regular portfolio reviews will then be scheduled to monitor your investments and rebalance as necessary. We will also discuss any life changes that may have occurred and the opportunities and challenges that they may present.

This is what all present and future clients can expect. I welcome the opportunity to work with you as your investment partner.

General Information



Name of Broker/Dealer

Janney Montgomery Scott LLC

States Licensed in


Years of Experience in Financial Services


Number of Years with Current Firm


I work with the following types of clients

Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Risk Management, Investment Advice & Management, Wealth Management, Financial Planning for Individuals


Investment Types

Exchange Traded Funds (ETFs), Annuities, Stocks, Insurance, Alternative Investments, Bonds, Mutual Funds, Options & Futures, Commodities, Fee Based Accounts

I can meet clients in the following ways

At your home, At your office, Via Phone, Via Email, At my office


Registered Investment Advisor


Registered Representative


Investment Advisor Representative


I am an acknowledged fiduciary


Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, AWMA®, Accredited Wealth Management Advisor(AWMA), ChFC®, CRPS®, CRPC®

Securities Licenses

Series 10, Series 63, Series 7

Insurance and Annuity Licenses

Annuity, Disability, Life, Long Term Care, Variable Annuity, Variable Life, Health

Financial Organization Memberships

Society of Financial Services Professionals, Financial Planning Association (FPA)

Compensation and Fees

Fee Structure


Minimum Portfolio Size for New Managed Accounts



Master of Science - Business Management

5/20/1982 - 5/20/1984

BS - Parks Management

Penn State University
5/10/1975 - 5/10/10979