Jeffrey Montgomery, financial advisor Ocean City MD

Jeffrey Montgomery

CRD Number: 5921383
Current Firm: Montgomery Financial

Jeffrey Montgomery (CRD# 5921383) is an Investment Advisor Representative working at Montgomery Financial in Ocean City, MD and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Mfs Wealth LLC Berlin, MD Jan 2016 - Current 8
Montgomery Financial Services, LLC Ocean Pines, MD Dec 2013 - Current 10
Montgomery Financial Services Ocean Pines, MD Aug 2011 - Current 12
Sole Proprietor Ocean Pines, MD Jul 2009 - Jan 2016 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Jeffrey D. Montgomery
Phone Number: 410-208-1004
Firm Website: http://www.mfswealth.com
Registered State(s):
  • DE
  • FL
  • MD
  • PA
By the Numbers
  • Total Assets Under Management
    113
    MILLIONS
  • Total Number of Accounts
    897
    ACCOUNTS
  • Average Account Value
    $125,915
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

MD

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