Jonathan MontgomeryCRD Number: 5285945
Current Firm: Wells Fargo Advisors, LLC
Jonathan Montgomery (CRD# 5285945) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Mcallen, TX and has over 9 years of experience in the finance industry.
Evans Financial Planning, Inc.
Securities America Advisors, Inc.
Lpl Financial LLC
|Wells Fargo Advisors LLC||Mcallen, TX||May 2009 - Current||8|
|Wachovia Securities, LLC||Mcallen, TX||Jan 2008 - May 2009||1|
|A.g. Edwards||Mcallen, TX||Jan 2007 - Jan 2008||1|
|Enterprise Rent-a-car||Mcallen, TX||May 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)
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