Jacob Montes (CRD# 7780202) is an Investment Advisor Representative working at Dark Horse Advisors LLC in Rancho Santa Fe, CA and has 1 year of experience in the finance industry.
CRD# 2946276
Lpl Financial LLC
CRD# 1563615
Ubs Financial Services Inc.
CRD# 2705314
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Dark Horse Advisors LLC | Rancho Santa Fe, CA | Jan 2023 - Current | 1 |
Dfpg Investments, LLC | Rancho Santa Fe, CA | Oct 2022 - Current | 1 |
Student | San Diego, CA | Jan 2013 - Oct 2022 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- CA
- NV
-
Total Assets Under Management61MILLIONS
-
Total Number of Accounts185ACCOUNTS
-
Average Account Value$329,094
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, NV
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