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Jeffrey David Montgomery

MONTGOMERY FINANCIAL SERVICES, LLC·OCEAN CITY, Maryland
Series 65Clean record15 years registeredMONTGOMERY 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 · 15 years registered
Brand Profile
Not yet started
01

Career History

MONTGOMERY FINANCIAL
Mar 2014 – present
TOUNJIAN ADVISORY GROUP, LLC
Jan 2012 – Mar 2014
OCEAN PINES, MD
TOUNJIAN ADVISORY GROUP, LLC
Jul 2011 – Dec 2011
OCEAN PINES, MD
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 25, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MONTGOMERY FINANCIAL SERVICES, LLC
CRD 170024 · SEC 801-129508
AUM
$113M
Regulatory assets under management
Employees
6
897 client accounts
Services offered by MONTGOMERY FINANCIAL SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MONTGOMERY FINANCIAL SERVICES, LLC →
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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
BALTIMORE (162)BETHESDA (145)ROCKVILLE (90)HUNT VALLEY (66)TOWSON (60)ANNAPOLIS (39)COLUMBIA (34)CHEVY CHASE (32)TIMONIUM (20)OWINGS MILLS (18)
City Guides
BALTIMORE GuideBETHESDA GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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