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Jennifer Prejean Montgomery

WEALTHCETERA, LLC·HOUSTON, Texas
Unclaimed Profile
11750 KATY FREEWAY, HOUSTON, TX 77059CRD# 6876147Firm CRD# 289492
01

About

Jennifer Prejean Montgomery is a registered financial advisor based in HOUSTON, Texas, affiliated with WEALTHCETERA, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
WEALTHCETERA, LLC
WEALTHCETERA, LLC
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WEALTHCETERA, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Other: SUBSCRIPTION FEES FOR WEB-BASED SERVICES
Regulatory
SEC/IARD CRD# 6876147
Firm CRD# 289492
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Prejean Montgomery offer?
Jennifer Prejean Montgomery specializes in Investment Management. Contact their office in HOUSTON, Texas for a consultation.
What are Jennifer Prejean Montgomery's credentials?
Jennifer Prejean Montgomery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Prejean Montgomery located?
Jennifer Prejean Montgomery is based in HOUSTON, Texas, working with WEALTHCETERA, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Jennifer Prejean Montgomery charge for services?
Jennifer Prejean Montgomery's firm is compensated through percentage of aum, other: subscription fees for web-based services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHCETERA, LLC?
WEALTHCETERA, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in TexasNational Fee Analysis
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