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Advisors / New Jersey / Bedminster
15yrs

Paul Aris

Financial advisor at Janney Montgomery Scott

Paul Aris is a fiduciary financial advisor in Bedminster, New Jersey, with 15 years in the industry. After four years at Merrill, Paul joined Janney Montgomery Scott in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Janney Montgomery Scott reports being paid through a percentage of assets, flat fees, and commissions.

One of 174 advisors with offices in Bedminster, and one of 158 fiduciaries.

Bedminster, NJ 07921Fiduciary advisor

At a glance

Experience15 years (since 2012)
How that compares ?15 years in the industry
Office1420 US Highway 206 Suite 200, Bedminster, NJ 07921
How the firm is paid ?Percent of assets, Flat fee, Commissions, Other
Typical client at the firm ?$406,735
Advisors at the firm1,340
States licensed ?1 state

Services through Janney Montgomery Scott

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2018 – now
  2. 2013 – 2018
    MerrillPreviously

Questions to ask Paul

Tailored to Paul’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Paul

How do I contact Paul?

Call Janney Montgomery Scott at (215) 665-6000 and ask for Paul Aris. Paul works from the Bedminster, NJ office.

How long has Paul been a financial advisor?

Paul has been in the industry since 2012, about 15 years. 15 years in the industry.

What licenses does Paul hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Paul a fiduciary?

Paul is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Paul paid?

Janney Montgomery Scott reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, other fees. Ask Paul for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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