linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey David Montgomery

Montgomery Financial

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey David Montgomery

Jeffrey David Montgomery is an investment advisor representative with Montgomery Financial. Montgomery is registered with the state of Delaware, Florida, Maryland and Pennsylvania. Montgomery has been in the securities industry since July 2009. Montgomery has a Series 65 license. Montgomery also has a license as an Insurance Agent with MFS Wealth LLC. Montgomery is located in Ocean City, MD and works with individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and high-net-worth individuals. Montgomery provides financial planning, pension consulting, educational seminars, and selection of other advisors.

Firm Information

Jeffrey Montgomery is currently registered with Montgomery Financial. Montgomery Financial, based in OCEAN CITY, MD, is an investment advisor with over $167 million in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and pension and profit-sharing plans. Their team of 4 investment advisor representatives serves clients in Maryland, Virginia, and Delaware.
Montgomery Financial

11718 OCEAN GATEWAY

OCEAN CITY, MD 21842

$167.01M

Assets Under Management

Not reported

Total Clients

3

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Co-advisor fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Montgomery’s Registration & Firm History

MD

09/21/2022 - Present

Montgomery Financial (OCEAN CITY MD)

Not sure if Jeffrey David Montgomery is right for you?

Licenses & Designations

IA

Issued 04/21/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey David Montgomery.
Not sure if Jeffrey David Montgomery is right for you?