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Jason Grant Montgomery

Prevail Innovative Wealth Advisors, LLC

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About Jason Grant Montgomery

Jason Grant Montgomery is a financial advisor with Prevail Innovative Wealth Advisors, LLC, based in Leawood, KS. Jason has been in the industry since 2017 and holds the Series 6, 7, 63 and 65 licenses. Jason is also a Certified Financial Planner. Jason has previously worked with Commonwealth Financial Network and Pruco Securities, LLC. Jason offers a variety of advisory services, including portfolio management, financial planning and pension consulting.

Firm Information

Jason Montgomery is currently registered with Prevail Innovative Wealth Advisors, LLC. Prevail Innovative Wealth Advisors, LLC is an independent, fee-only firm that provides personalized financial advice to individuals and families. Founded in Leawood, KS, the firm has over 500 million dollars in assets under management. Prevail offers a range of services, including financial planning, investment management, and retirement planning. With a team of experienced professionals, Prevail provides clients with a comprehensive approach to managing their wealth and achieving their financial goals.
Prevail Innovative Wealth Advisors, LLC

4745 W. 136TH STREET

LEAWOOD, KS 66224

$501.25M

Assets Under Management

Not reported

Total Clients

23

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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variable annuity & life sub-account management

Variable annuity & life sub-account management

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Jason Montgomery’s Registration & Firm History

KS

12/05/2024 - Present

Prevail Innovative Wealth Advisors, LLC (LEAWOOD KS)

KS

08/29/2017 - 10/04/2021

COMMONWEALTH FINANCIAL NETWORK (OVERLAND PARK KS)

KS

06/03/2017 - 08/16/2017

PRUCO SECURITIES, LLC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 10/18/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/20/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/2018

Series 7 - General Securities Representative Examination

BC

Issued 06/02/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Grant Montgomery.
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