Shannon Montell, financial advisor Columbus OH
93 score

Shannon Montell

CRD Number: 5533080
Current Firm: J.p. Morgan Securities LLC

Shannon Montell (CRD# 5533080) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Columbus, OH and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Handwritten Forward Johnstown, OH Mar 2016 - Current < 1
Jp Morgan Securities LLC Columbus, OH Oct 2012 - Current 4
Morgan Stanley Columbus, OH Mar 2010 - Oct 2012 2
Jpmorgan Chase Bank Na Newark, OH Aug 2009 - Feb 2010 < 1
Chase Investment Services Corp Newark, OH Aug 2009 - Feb 2010 < 1
Morgan Stanley Smith Barney South Jordan, UT Jun 2009 - Jul 2009 < 1
Morgan Stanley Columbus, OH Apr 2008 - Jun 2009 1
Park National Bank Newark, OH Apr 2007 - Apr 2008 1
Newark High School/ohio State University Newark, Columbus, OH Aug 1998 - Jun 2007 8
Aldi Heath, OH Aug 2005 - Apr 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Shannon N. Montell
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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