Montgomery Milburn (CRD# 6339471) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in West Chester, OH and has over 9 years of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Jpmorgan Chase Bank, Na | Mason, OH | Sep 2018 - Current | 5 |
Jp Morgan Securities LLC | Mason, OH | Sep 2018 - Current | 5 |
Crescent Cov Properties, LLC | Covington, KY | Feb 2018 - Jan 2019 | < 1 |
Jp Morgan Chase Bank, N.a. | West Chester, OH | Jul 2017 - Sep 2018 | 1 |
Jpmorgan Securities LLC | West Chester, OH | May 2016 - Sep 2018 | 2 |
Jpmorgan Chase Bank | West Chester, OH | May 2016 - Jul 2017 | 1 |
United Parcel Service (ups) | Cincinnati, OH | Mar 2016 - Jun 2016 | < 1 |
Windstream | Cincinnati, OH | Feb 2015 - May 2016 | 1 |
Fidelity Brockerage Services LLC | Covington, KY | May 2014 - Feb 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2014 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- KY
- OH
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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
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.