Jason Montgomery
Jason Montgomery is a CFP-designated registered investment advisor at Prevail Innovative Wealth Advisors, LLC, based in Leawood, KS, with 8 years of industry experience. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 769 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $750K | 1.20% |
| $750K - $1000K | 1.10% |
| $1000K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Location
4745 W. 136th Street, Leawood, KS, 66224
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 ActivitiesSells Insurance
Jason is licensed in life and health insurance. He is also the First Vice President of the Heart of America Chapter Military Officers Association of America since 2017 and a Personal Financial Counselor with Magellan Federal since 2024; these roles are not investment related.
Employment History
Current Registrations
Prevail Innovative Wealth Advisors, LLC
Previous Registrations
Normandy Investment Advisors
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Pruco Securities, LLC.Broker
State Registrations2 states
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