2020 AdvisorHub Industry in Transition Speaker: Jerry Lombard
Jerome F. Lombard, Jr.
Executive Vice President, President, Private Client Group, Janney Montgomery Scott LLC
Jerry Lombard is President of the Private Client Group. In this role, he is responsible for all functions of Janney’s branch offices, Financial Advisors, Branch Managers, and their support teams.
Jerry has over 35 years of experience at Janney, having joined the firm in 1983 as a Financial Advisor. In 1986, he was named Vice President of Investments—one of the firm’s youngest advisors to achieve that title. He continued to build his practice, becoming one of the firm’s top advisors.
In 1992, he was given responsibility for the firm’s Money Management Services unit and was named First Vice President. As he built Janney’s advisory services platform over the next decade, this unit achieved the fastest growth of any of Janney’s business units and has grown from less than $1 million in revenue to over $300 million today, representing the majority of Janney’s PCG division’s revenue. In 2004, he was named President of the Private Client Group.
Jerry attended LaSalle College prior to joining Janney. Today, he is active in numerous charitable activities and serves on the board of the Philadelphia Sports Congress and the Pennsylvania Advisory Board of the Devereux Foundation. He previously serviced as Chair of the SIFMA Private Client Services committee and on the board of The Pennsylvania Trust Company.