JEFFREY DAVID MONTGOMERY is an investment adviser representative (IAR) with state registration records since 2011, appearing at 2 firms. Currently registered with MONTGOMERY FINANCIAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MONTGOMERY FINANCIAL SERVICES, LLC | 2014-03-08 | present | Yes |
| ADVANTAGE RETIREMENT GROUP | 2011-07-25 | 2014-03-07 | — |