Candace L. Montoya is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with UMB FINANCIAL SERVICES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| UMB FINANCIAL SERVICES, INC. | 2026-03-03 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2024-08-26 | 2026-02-15 | — |
| J.P. MORGAN SECURITIES LLC | 2021-04-19 | 2022-09-27 | — |