Carson Montney, financial advisor Canton GA

Carson Montney

CRD Number: 6987459
Current Firm: J.p. Morgan Securities LLC

Carson Montney (CRD# 6987459) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Canton, GA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Chase Bank Canton, GA Jan 2021 - Current 3
Jp Morgan Securities Canton, GA Jan 2021 - Current 3
Unemployed Kennesaw, GA Sep 2020 - Jan 2021 < 1
First Command Brokerage Services, Inc. Marietta, GA Jul 2018 - Aug 2020 2
First Command Advisory Services, Inc. Marietta, GA Jul 2018 - Aug 2020 2
First Command Financial Services, Inc. Marietta, GA Jun 2018 - Aug 2020 2
Adapthealth, LLC Kennesaw, GA Jul 2019 - Nov 2019 < 1
Sleepmed Inc. Kennesaw, GA Sep 2017 - Nov 2019 2
Unemployed Warner Robins, GA Aug 2016 - Sep 2017 1
United States Air Force Warner Robins, GA Jul 2014 - Jul 2016 2
United States Air Force Columbia, SC May 2006 - Jul 2014 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Carson Montney
Phone Number: 800-999-2000
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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