Theresa MontyaCRD Number: 4038018
Current Firm: Edward Jones
Theresa Montya (CRD# 4038018) is an Investment Advisor Representative working at Edward Jones in Bedford, TX and has over 20 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Edward Jones||St.louis, MO||Oct 2019 - Current||3|
|World Choice Securities, Inc.||Bedford, TX||Aug 2003 - Oct 2019||16|
|Catholic Diocese Of Fort Worth||Colleyville, TX||Dec 2007 - Jan 2017||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2006|
|S65||NASAA Investment Advisors Law Examination||Jun 2002|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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