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Jeffrey David Montgomery

MONTGOMERY FINANCIAL SERVICES, LLC·OCEAN CITY, Maryland
Clean recordMONTGOMERY FINANCIAL SERVICES, LLC
11718 OCEAN GATEWAY, OCEAN CITY, MD 21842CRD# 5921383Firm CRD# 170024

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey David Montgomery · OCEAN CITY, MD
Registration
CRD #5921383 · MONTGOMERY FINANCIAL SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey David Montgomery is a registered financial advisor based in OCEAN CITY, Maryland, affiliated with MONTGOMERY FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
MONTGOMERY FINANCIAL SERVICES, LLC
MONTGOMERY FINANCIAL
AUM
$113M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MONTGOMERY FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CO-ADVISOR FEES
Regulatory
SEC/IARD CRD# 5921383
Firm CRD# 170024
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey David Montgomery offer?
Jeffrey David Montgomery specializes in Financial Planning, Investment Management. Contact their office in OCEAN CITY, Maryland for a consultation.
What are Jeffrey David Montgomery's credentials?
Jeffrey David Montgomery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey David Montgomery located?
Jeffrey David Montgomery is based in OCEAN CITY, Maryland, working with MONTGOMERY FINANCIAL SERVICES, LLC. Their office serves clients in the OCEAN CITY metropolitan area and surrounding communities.
How does Jeffrey David Montgomery charge for services?
Jeffrey David Montgomery's firm is compensated through percentage of aum, hourly charges, subscription fees, other: co-advisor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONTGOMERY FINANCIAL SERVICES, LLC?
MONTGOMERY FINANCIAL SERVICES, LLC has approximately 6 employees and manages $113M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)ANNAPOLIS (74)GAITHERSBURG (65)COLUMBIA (54)OWINGS MILLS (46)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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