Joseph Montgomery is a registered investment advisor, based in Atlanta, GA, with 10 years of industry experience.
Location
1331 Spring Street Nw, Suite 2500, Atlanta, GA, 30309
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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
Invesco Advisers, INC.
March 2020 - Present · 6 yrs 4 mos
Invesco Distributors, INC.Broker
March 2020 - Present · 6 yrs 4 mos
Previous Registrations
Morgan Stanley
December 2018 - July 2019 · 7 mos
Morgan StanleyBroker
December 2018 - July 2019 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2015 - December 2018 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2015 - December 2018 · 3 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.