Unclaimed
John Montgomery is a financial advisor with Bridgeway Capital Management, LLC, based in Houston, Texas. John Montgomery has been in the industry since 1993 and has passed Series 2, 6, 26 and 63 exams. John Montgomery is registered in Texas to provide investment advisory services. John Montgomery's previous roles include working at FORESIDE FUND SERVICES, LLC and BRIDGEWAY CAPITAL MANAGEMENT, INC.. John Montgomery has specialized in investment companies, charitable organizations, state or municipal government entities, pooled investment vehicles and high net worth individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
12/19/1997 - Present
Bridgeway Capital Management, LLC (HOUATON TX)
TX
03/25/2004 - 07/12/2010
FORESIDE FUND SERVICES, LLC (HOUSTON TX)
NA
07/27/1994 - 11/24/1998
BRIDGEWAY CAPITAL MANAGEMENT, INC.
BC
Issued 03/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/01/1993
Series 2 - Non-Member General Securities Examination
Active
Inactive
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