Unclaimed Profile

Jerry Dale Iii Montgomery

CANTERBURY CONSULTING INCORPORATED·NEWPORT BEACH, California

Series 7, Series 66Clean record26 years registeredCANTERBURY CONSULTING INCORPORATED

610 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660-6404CRD# 1874730Firm CRD# 22875

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jerry Dale Iii Montgomery · NEWPORT BEACH, CA

Registration

CRD #1874730 · CANTERBURY CONSULTING INCORPORATED · 26 years registered

Brand Profile

Not yet started

Career History

CANTERBURY CONSULTING INCORPORATED

Mar 2000 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 2, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CANTERBURY CONSULTING INCORPORATED

CRD 22875 · SEC 801-34756

AUM

$6.6B

Regulatory assets under management

Employees

4,358 client accounts

Services offered by CANTERBURY CONSULTING INCORPORATED

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at CANTERBURY CONSULTING INCORPORATED →

Introduction

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Frequently Asked Questions

What services does Jerry Dale Iii Montgomery offer?

Jerry Dale Iii Montgomery specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Jerry Dale Iii Montgomery's credentials?

Jerry Dale Iii Montgomery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jerry Dale Iii Montgomery located?

Jerry Dale Iii Montgomery is based in NEWPORT BEACH, California, working with CANTERBURY CONSULTING INCORPORATED. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Jerry Dale Iii Montgomery charge for services?

Jerry Dale Iii Montgomery's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CANTERBURY CONSULTING INCORPORATED?

CANTERBURY CONSULTING INCORPORATED has approximately 72 employees and manages $6.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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