Jeanna MontesCRD Number: 4583215
Current Firm: Raymond James Financial Services Advisors, Inc.
Jeanna Montes (CRD# 4583215) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Enola, PA and has over 15 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Royal Alliance Associates, Inc.
|Raymond James Financial Services Advisors Inc.||Enola, PA||Apr 2016 - Current||1|
|Raymond James Financial Services, Inc.||Enola, PA||Apr 2016 - Current||1|
|Lpl Financial||Lemoyne, PA||Oct 2012 - Apr 2016||3|
|Securities Service Network||Mechanicsburg, PA||Feb 2012 - Oct 2012||< 1|
|Unemployed||Perris, CA||May 2010 - Jan 2012||1|
|Morgan Stanley Smith Barney||Riverside, CA||Jun 2009 - May 2010||< 1|
|Citigroup Global Markets Inc.||Carlsbad, CA||May 2007 - Jun 2009||2|
|Ubs Financial Services Inc.||Riverside, CA||Jul 2004 - May 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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