John Coleman

About John Coleman

Scottdale Bank & Trust Board of Directors -(20••••17)*acquired by Mid Penn BancorpFayette County Cultural Trust - Board of DirectorsFayette County Sports Hall of Fame- Board MemberElizabeth Seton Memory Care Center at Caritas Christi - Former Board memberDiocese of Greensburg - Board of Trustees Catholic Foundation Penn Highlands Hospital- Board of TrusteesJanney Montgomery Scott- First Vice President/Investments, Branch Manager For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on which details all material facts about the terms of our relationship with you and any potential conflicts of interest.

Experience

1. First Vice President Investments Branch Manager Accredited Wealth Management Advisor

   Janney Montgomery Scott LLC

   Jan 1997 — Present

   Regional Investment Firm, I am part of a team at the branch office in Uniontown. Our team consists of Jeff Costelnock ( WVU Football) Geremy Hoover ( Clarion University) and Lisa Oppman Ritsko( Saint Vincent ) & Timothy Brown (California University PA). At Janney I am a Financial Advisor and also the branch manager of the Uniontown office.For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on which details all material facts about the terms of our relationship with you and any potential conflicts of interest.

Education

• University of Richmond

  BA

  1984 — 1988

Skills

• Investment Advisory
• Finance
• Series 63
• Investment Strategies
• Alternative Investments
• Investments
• Management
• Financial Planning
• Customer Service
• Asset Allocation
• Mutual Funds
• Retirement
• Strategic Financial Planning
• Awma
• Financial Advisory
• Asset Management
• Fixed Annuities
• Strategic Planning
• Wealth Management
• Retirement Planning
• Series 7
• Insurance
• Portfolio Management
• Series 9&10
• 401k
• Asset Managment
• Iras
• Securities
• Estate Planning