JOHN ROBERT MONTGOMERY is an investment adviser representative (IAR) with state registration records since 2005, appearing at 3 firms. Currently registered with ROCKEFELLER FINANCIAL LLC, ROCKEFELLER CAPITAL MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | 2024-02-22 | present | Yes |
| ROCKEFELLER FINANCIAL LLC | 2021-08-20 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2005-08-10 | 2021-08-31 | — |