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)