JIM STEINER MONTGOMERY is an investment adviser representative (IAR) with state registration records since 2000, appearing at 5 firms. Currently registered with NATIONWIDE INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| NATIONWIDE INVESTMENT ADVISORS, LLC | 2022-02-24 | present | Yes |
| CITIZENS SECURITIES, INC. | 2019-11-20 | 2020-12-31 | — |
| MML INVESTORS SERVICES, LLC | 2017-03-25 | 2019-11-21 | — |
| MSI FINANCIAL SERVICES, INC. | 2005-12-07 | 2017-03-25 | — |
| METLIFE INVESTMENT FUND SERVICES LLC | 2000-05-26 | 2006-01-11 | — |