Unclaimed Profile

Jeffrey Tappan Stannard

BOENNING & SCATTERGOOD, INC.·WEST CONSHOHOCKEN, Pennsylvania

SIE, Series 3, Series 7, Series 8, Series 9, Series 10, Series 63, Series 65Clean record23 years registeredBOENNING & SCATTERGOOD, INC.

FOUR TOWER BRIDGE, 200 BARR HARBOR DRIVE, WEST CONSHOHOCKEN, PA 19428CRD# 1337225Firm CRD# 100

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Tappan Stannard · WEST CONSHOHOCKEN, PA

Registration

CRD #1337225 · BOENNING & SCATTERGOOD, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BOENNING & SCATTERGOOD, INC.

LPL FINANCIAL LLC

Feb 2023 – Jul 2025

WEST CONSHOHOCKEN, PA

1914 ADVISORS

Sep 2019 – Feb 2023

WEST CONSHOHOCKEN, PA

WELLS FARGO CLEARING SERVICES, LLC

Oct 2015 – Aug 2019

HADDON TOWNSHIP, NJ

UBS FINANCIAL SERVICES INC.

Apr 2007 – Sep 2015

PEABODY, MA

MORGAN STANLEY & CO., INCORPORATED

Apr 2007 – Apr 2007

SHORT HILLS, NJ

MORGAN STANLEY

Jan 2003 – Apr 2007

SHORT HILLS, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · January 14, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOENNING & SCATTERGOOD, INC.

CRD 100 · SEC 801-68111

AUM

$1.2B

Regulatory assets under management

Employees

1,321 client accounts

Services offered by BOENNING & SCATTERGOOD, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BOENNING & SCATTERGOOD, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Tappan Stannard offer?

Jeffrey Tappan Stannard specializes in Financial Planning, Investment Management.

What are Jeffrey Tappan Stannard's credentials?

Jeffrey Tappan Stannard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Tappan Stannard located?

Jeffrey Tappan Stannard is based in WEST CONSHOHOCKEN, Pennsylvania, last registered with BOENNING & SCATTERGOOD, INC..

How does Jeffrey Tappan Stannard charge for services?

Jeffrey Tappan Stannard's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOENNING & SCATTERGOOD, INC.?

BOENNING & SCATTERGOOD, INC. has approximately 76 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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