Karen Montgomery, financial advisor Chicago IL

Karen Montgomery

CRD Number: 4588564
Current Firm: J.p. Morgan Securities LLC

Karen Montgomery (CRD# 4588564) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chicago, IL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities, LLC Chicago, IL Dec 2018 - Current 5
Jp Morgan Chase Bank, N.a. Chicago, IL Dec 2018 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago, IL Mar 2018 - Nov 2018 < 1
Unemployed Dyer, IN Sep 2017 - Mar 2018 < 1
J.p. Morgan Securities Inc. Chicago, IL Aug 2007 - Sep 2017 10
Jpmorgan Chase Bank Chicago, IL Jan 1993 - Sep 2017 24
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Karen T. Montgomery
Phone Number: 800-999-2000
Registered State(s):
  • IL
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
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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