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Jonathan Baldwin Montgomery

WATERS, PARKERSON & CO., LLC·NEW ORLEANS, Louisiana
Series 7, Series 55, Series 66Clean record22 years registeredWATERS, PARKERSON & CO., LLC
601 POYDRAS STREET, NEW ORLEANS, LA 70130-6013CRD# 4356767Firm CRD# 3711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Baldwin Montgomery · NEW ORLEANS, LA
Registration
CRD #4356767 · WATERS, PARKERSON & CO., LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

WATERS, PARKERSON & CO., LLC
Dec 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 55
Series 66
Registration record
First registered · December 5, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WATERS, PARKERSON & CO., LLC
CRD 3711 · SEC 801-8754
AUM
$2.5B
Regulatory assets under management
Employees
12
1,855 client accounts
Services offered by WATERS, PARKERSON & CO., LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WATERS, PARKERSON & CO., LLC →
Introduction

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Frequently Asked Questions

What services does Jonathan Baldwin Montgomery offer?
Jonathan Baldwin Montgomery specializes in Financial Planning, Investment Management. Contact their office in NEW ORLEANS, Louisiana for a consultation.
What are Jonathan Baldwin Montgomery's credentials?
Jonathan Baldwin Montgomery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Baldwin Montgomery located?
Jonathan Baldwin Montgomery is based in NEW ORLEANS, Louisiana, working with WATERS, PARKERSON & CO., LLC. Their office serves clients in the NEW ORLEANS metropolitan area and surrounding communities.
How does Jonathan Baldwin Montgomery charge for services?
Jonathan Baldwin Montgomery's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WATERS, PARKERSON & CO., LLC?
WATERS, PARKERSON & CO., LLC has approximately 12 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WATERS, PARKERSON & CO., LLC

Devin John Wakeman
NEW ORLEANS, LA
David Taylor Pointer
NEW ORLEANS, LA
Michael Burton Whealdon
NEW ORLEANS, LA
Lee Reiss Eagan
NEW ORLEANS, LA

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Research
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