Jonathan Montgomery, financial advisor Mcallen TX

Jonathan Montgomery

CRD Number: 5285945
Current Firm: Stifel, Nicolaus & Company, Incorporated

Jonathan Montgomery (CRD# 5285945) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mcallen, TX and has over 16 years of experience in the finance industry.

Similar Advisors
James Abbott, financial advisor Mcallen TX
James C. Abbott
CRD# 2683325
Stifel, Nicolaus & Company, Incorporated
Similar Advisors
Armando Adame, financial advisor Mcallen TX
Armando Adame
CRD# 4390781
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Lena Adams-Winkel, financial advisor Mcallen TX
Lena N. Adams-Winkel
CRD# 3169753
Ubs Financial Services Inc.
Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Mcallen, TX Aug 2020 - Current 3
Wells Fargo Clearing Services, LLC Mcallen, TX Nov 2016 - Aug 2020 3
Wells Fargo Advisors LLC Mcallen, TX May 2009 - Nov 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Jonathan R. Montgomery
Phone Number: 314-342-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    132,551
    MILLIONS
  • Total Number of Accounts
    334,814
    ACCOUNTS
  • Average Account Value
    $395,894
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Jonathan 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.