Jonathan MontgomeryCRD Number: 5285945
Current Firm: Wells Fargo Clearing Services, LLC
Jonathan Montgomery (CRD# 5285945) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Mcallen, TX and has over 10 years of experience in the finance industry.
Geneos Wealth Management, Inc.
Evans Financial Planning, Inc.
Securities America Advisors, Inc.
|Wells Fargo Clearing Services, LLC||Mcallen, TX||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Mcallen, TX||May 2009 - Nov 2016||7|
|Wachovia Securities, LLC||Mcallen, TX||Jan 2008 - May 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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, WY