linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jerry Dale Montgomery

Canterbury Consulting Inc.

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

About Jerry Dale Montgomery

Jerry Dale Montgomery is an investment advisor representative at Canterbury Consulting Inc. Jerry has been in the industry for over 30 years. Jerry is registered with the state of California and Texas and has a Series 7 and Series 66. Jerry has experience working with charitable organizations, high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans.

Firm Information

Jerry Montgomery is currently registered with Canterbury Consulting Inc.. Canterbury Consulting Inc. is a terminated corporation that was formed on May 28, 1988. The firm's main office was located in Newport Beach, CA. Canterbury Consulting Inc. provided investment advisory services, including pension consulting, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. The firm managed approximately $6.6 billion in assets for clients, including charitable organizations, high net worth individuals, and pooled investment vehicles.
Canterbury Consulting Inc.

610 NEWPORT CENTER DRIVE

NEWPORT BEACH, CA 92660-6404

$6.61B

Assets Under Management

62

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

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

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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.

Jerry Montgomery’s Registration & Firm History

CA

02/07/2025 - Present

Canterbury Consulting Inc. (NEWPORT BEACH CA)

CA

04/23/1992 - 10/24/2013

CANTERBURY CONSULTING INCORPORATED (NEWPORT BEACH CA)

MA

03/04/1993 - 12/31/2000

MUTUAL SERVICE CORPORATION (BOSTON MA)

MN

09/20/1988 - 01/21/1992

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/20/1988 - 01/21/1992

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Jerry Dale Montgomery is right for you?

Licenses & Designations

BOTH

Issued 08/06/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/17/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jerry Dale Montgomery.
Not sure if Jerry Dale Montgomery is right for you?