JEANNA LOYDELL MONTES is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with DAKOTA WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| DAKOTA WEALTH, LLC | 2023-11-01 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2016-04-21 | 2023-11-01 | — |
| LPL FINANCIAL LLC | 2013-12-19 | 2016-04-28 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2010-06-09 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2007-05-08 | 2009-06-01 | — |
| UBS FINANCIAL SERVICES INC. | 2004-07-29 | 2007-05-25 | — |