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Jonathan Crowe West

MONTGOMERY CAPITAL MANAGEMENT, LLC·NEWPORT NEWS, Virginia
Series 7, Series 66Clean record24 years registeredMONTGOMERY CAPITAL MANAGEMENT, LLC
753-B THIMBLE SHOALS BOULEVARD, NEWPORT NEWS, VA 23606CRD# 4267280Firm CRD# 126819

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Crowe West · NEWPORT NEWS, VA
Registration
CRD #4267280 · MONTGOMERY CAPITAL MANAGEMENT, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

MONTGOMERY CAPITAL MANAGEMENT, LLC
Dec 2003 – present
COLLEGE FUNDING GROUP, LLC
Oct 2009 – Dec 2014
RICHMOND, VA
LEGG MASON WOOD WALKER INC
Apr 2002 – Dec 2003
NEWPORT NEWS, VA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · April 26, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MONTGOMERY CAPITAL MANAGEMENT, LLC
CRD 126819 · SEC 801-62412
AUM
$60M
Regulatory assets under management
Employees
1
156 client accounts
Services offered by MONTGOMERY CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at MONTGOMERY CAPITAL MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Jonathan Crowe West offer?
Jonathan Crowe West specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in NEWPORT NEWS, Virginia for a consultation.
What are Jonathan Crowe West's credentials?
Jonathan Crowe West is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Crowe West located?
Jonathan Crowe West is based in NEWPORT NEWS, Virginia, working with MONTGOMERY CAPITAL MANAGEMENT, LLC. Their office serves clients in the NEWPORT NEWS metropolitan area and surrounding communities.
How does Jonathan Crowe West charge for services?
Jonathan Crowe West's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONTGOMERY CAPITAL MANAGEMENT, LLC?
MONTGOMERY CAPITAL MANAGEMENT, LLC has approximately 1 employees and manages $60M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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