John Montgomery, financial advisor Houston TX

John Montgomery

CRD Number: 2393290
Current Firm: Bridgeway Capital Management, LLC

John Montgomery (CRD# 2393290) is an Investment Advisor Representative working at Bridgeway Capital Management, LLC in Houston, TX and has over 19 years of experience in the finance industry.

Similar Advisors
Matthew Goff, financial advisor Houston TX
Matthew Goff
CRD# 2390431
The Goff Financial Group
Similar Advisors
Scott Bishop, financial advisor Houston TX
Scott A. Bishop
CRD# 2687188
Hightower Advisors, LLC
Similar Advisors
Ashley Foster, financial advisor Houston TX
Ashley M. Foster
CRD# 5462249
Nxt:gen Financial Planning
Company Name Location Dates Years
Bridgeway Capital Management, LLC Houston, TX Feb 2023 - Current 1
Roc Investments, LLC Houston, TX Mar 2021 - Current 3
Bridgeway Investments, Inc. (formerly Bcm Scorp Holdco, Inc.) Houston, TX Dec 2020 - Mar 2023 2
Bridgeway Capital Management, LLC Houston, TX Oct 2022 - Feb 2023 < 1
Bridgeway Capital Management, Llc (formerly &quot;inc&quot;) Houston, TX Mar 2016 - Oct 2022 6
Bridgeway Capital Management, Llc (formerly &quot;inc&quot;) Houston, TX Jun 2010 - Dec 2020 10
Bridgeway Capital Management, Llc (formerly &quot;inc&quot;) Houston, TX Jun 2015 - Mar 2016 < 1
Bridgeway Capital Management, Llc (formerly &quot;inc&quot;) Houston, TX Jun 2010 - Jun 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2005
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John N. Montgomery
Phone Number: 713-661-3500
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3,931
    MILLIONS
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $126,819,914
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

IL, NH, TX

Ready to hire a financial advisor? Get competitive proposals from John Montgomery and other advisors.
BADGES

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.