Charles Montgomery (CRD# 7305155) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 2 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Jpmorgan Chase Bank, N.a. | Dallas, TX | Nov 2021 - Current | 2 |
J.p. Morgan Securities LLC | Dallas, TX | Nov 2021 - Current | 2 |
Nylife Securities LLC | Frisco, TX | Mar 2021 - Nov 2021 | < 1 |
New York Life Insurance Company | Frisco, TX | Nov 2020 - Nov 2021 | 1 |
Gadget Guy Texas | Plano, TX | Apr 2020 - Oct 2020 | < 1 |
Harmony Luxury Apartments | Rowlett, TX | Sep 2019 - Apr 2020 | < 1 |
Pinnacle Property Management Services, LLC | Rowlett, TX | Sep 2019 - Apr 2020 | < 1 |
Cushman & Wakefield/pinnacle | Rowlett, TX | Sep 2019 - Apr 2020 | < 1 |
Unemployed | Rowlett, TX | Jun 2019 - Aug 2019 | < 1 |
University Of Texas At Austin | Austin, TX | Aug 2016 - May 2019 | 2 |
American Campus Communities | Austin, TX | May 2016 - May 2019 | 3 |
26 West | Austin, TX | May 2016 - May 2019 | 3 |
Roman Cucina | Allen, TX | Mar 2015 - Jun 2016 | 1 |
Whataburger | Plano, TX | Jul 2013 - Mar 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2021 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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)
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.