Jeffrey David Montgomery
Investment Adviser Representative at Montgomery Financial
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey David Montgomery is an investment adviser representative with Montgomery Financial in Ocean City, MD, where they have been registered since 2014. They have worked in the securities industry since 2011 and were previously registered with Tounjian Advisory Group, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Delaware and Maryland.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Delaware, Maryland
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Montgomery Financial Services, LLCDec 2013 – no end date reportedOcean Pines, MD
- Montgomery Financial ServicesAug 2011 – no end date reportedOcean Pines, MD
- MFS Wealth LLCJan 2016 – no end date reportedBerlin, MD
- Montgomery Financial Services, LLCDec 2013 – Jan 2026Ocean Pines, MD
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Montgomery Financial
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Estimated blended rate
- 0.0175
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Ocean City, MD
- SEC file number:
- 801-129508
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 17, 2026
View full firm profileOther advisors at Montgomery Financial
3 other advisors in the directory
Similar advisors in Ocean City, MD
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey David Montgomery has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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