Jeanna Montes is a registered investment advisor at Dakota Wealth, LLC, based in Mechanicsburg, PA, with 22 years of industry experience. Jeanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 8 more. Their firm serves 3,764 clients with $6.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range up to 2.00% annually based on complexity, asset levels, and overall relationship. Additional 0.50% applies to the Dynamic Growth strategy, 0.75% for held-away accounts on Pontera, and $135 annually for accommodation accounts on Envestnet Tamarac.
Fee Estimator
Location
5010 Ritter Road, Suite 101, Mechanicsburg, PA, 17055
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeanna owns a clothing resale business, sourcing used clothing and selling it on eBay since 2018. This activity takes a few hours per week.
Employment History
Current Registrations
Dakota Wealth, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Securities Service Network, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
National Planning CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Jeffrey Goyette, CFPDakota Wealth, LLC
- Jeffrey GoyetteDakota Wealth, LLC
- Michael Ginder, CFPLifeguide Financial Advisors, LLC
- Shawn Greenland, CFP, ChFCLPL Financial LLC
- Charles Little, CFPWells Fargo Advisors
- Drew Demuth, CFAMighty Oak Strong America Investment Company