JAMES M MONTGOMERY is an investment adviser representative (IAR) with state registration records since 2017, appearing at 2 firms. Currently registered with ATWOOD & PALMER, INC..
| Firm | From | To | Current |
|---|---|---|---|
| ATWOOD & PALMER, INC. | 2017-11-21 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2017-05-09 | 2017-10-06 | — |