Phillip Montgomery, financial advisor Covington GA
90 score

Phillip Montgomery

CRD Number: 5357954
Current Firm: Edward Jones

Phillip Montgomery (CRD# 5357954) is an Investment Advisor Representative working at Edward Jones in Covington, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Mar 2012 - Current 4
Morgan Stanley Smith Barney Atlanta, GA Jun 2011 - Mar 2012 < 1
Liberty University Lynchburg, VA Aug 2008 - May 2011 2
Merrill Lynch Lynchburg, VA Jun 2010 - Aug 2010 < 1
Smoothie King Lynchburg, VA Apr 2009 - Aug 2010 1
Georgia Perimeter College Covington, GA Aug 2007 - May 2008 < 1
Green Financial Resources Duluth, GA May 2007 - May 2008 1
Sunset Grill Covington, GA Feb 2007 - Jun 2007 < 1
Eastside High School Covington, GA Aug 2004 - May 2007 2
Custom Computer Services, LLC Covington, GA May 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Phillip J. Montgomery
Phone Number: 314-515-2000
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
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, MA, 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
90
Clean Record
This advisor has a clean track record with regulators.

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