Jennifer Montgomery
Jennifer Montgomery is a registered investment advisor at Cetera Investment Advisers LLC, based in Williston, TN, with 11 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Williston, TN
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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 ActivitiesSells Insurance
Jennifer is a national business manager at Summit National Partners, LLC, dedicating full-time hours to this role. She also serves as operations manager for Paramount Agency Associates, Inc. and James L. Harding and Associates, Inc., both insurance agencies, and spends minimal time as a trustee for Stonehenge Estates HOA and as a public notary.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations2 states
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