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Jessica Layne Montgomery

CAPITAL ADVISORS, INC.·TULSA, Oklahoma
Clean recordCAPITAL ADVISORS, INC.
2222 SOUTH UTICA PLACE, TULSA, OK 74114CRD# 6528695Firm CRD# 104643

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jessica Layne Montgomery · TULSA, OK
Registration
CRD #6528695 · CAPITAL ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jessica Layne Montgomery is a registered financial advisor based in TULSA, Oklahoma, affiliated with CAPITAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CAPITAL ADVISORS, INC.
CAPITAL ADVISORS, INC.
AUM
$5.5B
Regulatory assets under management
Employees
59
Total firm employees
View all advisors at CAPITAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6528695
Firm CRD# 104643
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jessica Layne Montgomery offer?
Jessica Layne Montgomery specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.
What are Jessica Layne Montgomery's credentials?
Jessica Layne Montgomery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jessica Layne Montgomery located?
Jessica Layne Montgomery is based in TULSA, Oklahoma, working with CAPITAL ADVISORS, INC.. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Jessica Layne Montgomery charge for services?
Jessica Layne Montgomery's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL ADVISORS, INC.?
CAPITAL ADVISORS, INC. has approximately 59 employees and manages $5.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPITAL ADVISORS, INC.

Lorine Ann Smith
TULSA, OK
Debra Lynn Konieczny
TULSA, OK
George Anderson Brown
TULSA, OK
Keith Charles Goddard
TULSA, OK
Jamie Lynn Wilson
TULSA, OK
Elizabeth Lieser Goddard
TULSA, OK

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
OKLAHOMA CITY (232)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)BETHANY (4)PONCA CITY (4)CLINTON (3)GROVE (2)STILLWATER (1)
City Guides
OKLAHOMA CITY GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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