Michael Montgomery is a registered investment advisor, based in El Cajon, CA, with 16 years of industry experience.
Location
898 Jackman St, El Cajon, CA, 92020
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Services LLCBroker
November 2025 - Present · 8 mos
Cetera Investment Advisers LLC
November 2025 - Present · 8 mos
Previous Registrations
J.P. Morgan Securities LLC
September 2017 - October 2025 · 8 yrs 1 mo
J.P. Morgan Securities LLCBroker
September 2017 - October 2025 · 8 yrs 1 mo
Citigroup Global Markets INC.Broker
April 2017 - September 2017 · 5 mos
Thrivent Investment Management INC.
October 2008 - October 2016 · 8 yrs
Thrivent Investment Management INC.Broker
October 2008 - October 2016 · 8 yrs
State Registrations10 states
AZCACOIDMSNCOHORTXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.