Sheila MontoyaCRD Number: 3044284
Current Firm: J.p. Morgan Securities LLC
Sheila Montoya (CRD# 3044284) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Phoenix, AZ and has over 18 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|J.p. Morgan Securities LLC||Phoenix, AZ||Oct 2012 - Current||5|
|Chase Investment Services Corp.||Chicago, IL||Jul 2005 - Oct 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1999|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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