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Cari Lamontagne

Edward Jones

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About Cari Lamontagne

Cari Lamontagne is a financial advisor with Edward Jones. Cari has been in the financial services industry since 1999 and has a diverse background in financial advising, having worked with firms such as Morgan Stanley, Wells Fargo Clearing Services, LLC, and Fidelity Brokerage Services LLC. Cari is licensed in various states, including Texas, Florida, New Hampshire, and more. Cari specializes in portfolio management for businesses and individuals, financial planning, and pension consulting.

Firm Information

Cari Lamontagne is currently registered with Edward Jones. Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d - miscellaneous

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Cari Lamontagne’s Registration & Firm History

NH

07/03/2024 - Present

Edward Jones (MEREDITH NH)

NH

12/02/2021 - 11/16/2022

CITIZENS SECURITIES, INC. (NASHUA NH)

NH

06/03/2020 - 11/17/2021

FIDELITY BROKERAGE SERVICES LLC (NASHUA NH)

FL

07/25/2018 - 04/07/2020

MORGAN STANLEY (FT. MYERS FL)

FL

09/28/2016 - 04/25/2017

WELLS FARGO CLEARING SERVICES, LLC (NAPLES FL)

FL

02/08/2016 - 10/05/2016

VALIC FINANCIAL ADVISORS, INC. (VENICE FL)

FL

10/21/2005 - 01/27/2016

FIDELITY BROKERAGE SERVICES LLC (NAPLES FL)

RI

10/04/2004 - 02/17/2005

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

MA

05/21/1998 - 08/02/2004

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

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Licenses & Designations

BOTH

Issued 08/02/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/14/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/10/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/02/2013

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2001

Series 7 - General Securities Representative Examination

BC

Issued 05/19/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Cari Lamontagne.
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