James Montgomery, financial advisor Kansas City MO

James Montgomery

CRD Number: 5485951
Current Firm: Atwood & Palmer, Inc.

James Montgomery (CRD# 5485951) is an Investment Advisor Representative working at Atwood & Palmer, Inc. in Kansas City, MO and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Atwood & Palmer, Inc. Kansas City, MO Sep 2017 - Current 6
Charles Schwab & Company, Inc. Overland Park, KS Apr 2016 - Sep 2017 1
Performance Technologies, Inc. Overland Park, KS Jan 2010 - Mar 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2017
S65 NASAA Investment Advisors Law Examination May 2017
Contact Info for James M. Montgomery
Phone Number: 816-931-2266
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    1,440
    MILLIONS
  • Total Number of Accounts
    1,176
    ACCOUNTS
  • Average Account Value
    $1,224,378
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CO, FL, GA, IL, KS, LA, MA, MO, TX

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