Charles MontgomeryCRD Number: 7305155
Current Firm: J.p. Morgan Securities LLC
Charles Montgomery (CRD# 7305155) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has 1 year of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Jpmorgan Chase Bank, N.a.||Dallas, TX||Nov 2021 - Current||< 1|
|J.p. Morgan Securities LLC||Dallas, TX||Nov 2021 - Current||< 1|
|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|
|Unemployed||Plano, TX||Nov 2011 - Jun 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2021|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- 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
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