Morgan Stanley
47yrs
Top advisor by experience in District of Columbia
31yrs
Mitchell Lerner
Financial advisor at Janney Montgomery Scott
Mitchell Lerner has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Washington, District of Columbia. After ten years at Wells Fargo Advisors and six years at UBS Financial Services, Mitchell joined Janney Montgomery Scott in 2016, 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 1327 advisors with offices in Washington, and one of 1282 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 15% by experience nationwide
Office1255 23rd Street NW Suite 810, Washington, DC 20037
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 ?2 states
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.
Career
- 2016 – nowJanney Montgomery Scott LLCCurrent firm
- 2006 – 2016Wells Fargo Clearing Services, LLCPreviously
- 2000 – 2006UBS Financial Services Inc.Previously
Contact Mitchell
1255 23rd Street NW Suite 810Washington, DC 20037Office · Get directions Firm main line(215) 665-6000Headquarters: Janney Montgomery Scott · Philadelphia, PA Facebook pageJanney Montgomery Scott
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Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mitchell
How do I contact Mitchell?
Call Janney Montgomery Scott at (215) 665-6000 and ask for Mitchell Lerner. Mitchell works from the Washington, DC office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 1995, about 31 years. Top 15% by experience nationwide.
What licenses does Mitchell hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell 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 Mitchell 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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