Jordan Montgomery (CRD# 7075178) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Metairie, LA and has over 5 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Metairie, LA | Mar 2022 - Current | 2 |
| Charles Schwab Bank, Ssb | Metairie, LA | Mar 2022 - Current | 2 |
| Kevin Sheehan State Farm Insurance | Metairie, LA | Aug 2020 - Mar 2022 | 1 |
| State Farm Vp Management Corp | Metairie, LA | Oct 2020 - Feb 2022 | 1 |
| Unemployed | Metairie, LA | Jan 2020 - Aug 2020 | < 1 |
| Edward Jones | St Louis, MO | Mar 2019 - Jan 2020 | < 1 |
| Walker Volkswagen | Metairie, LA | Feb 2018 - Feb 2019 | 1 |
| Crown Buick Gmc | Metairie, LA | Mar 2017 - Jan 2018 | < 1 |
| Bergeron Chrysler Dodge Jeep | Metairie, LA | Sep 2014 - Feb 2017 | 2 |
| St. Tammany Fire Dept District #8 | Bush, LA | Apr 2015 - Sep 2015 | < 1 |
| Beau Chene Country Club | Mandeville, LA | Aug 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- LA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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