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Jeffrey David Montgomery

Chief Compliance Officer/Managing MemberMontgomery Financial Services, LLCCRD 5921383

About Jeffrey David Montgomery

Jeffrey David Montgomery is listed as Chief Compliance Officer/Managing Member at Montgomery Financial Services, LLC in Ocean City, MD. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Montgomery Financial Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey David Montgomery work?

Jeffrey David Montgomery is listed as Chief Compliance Officer/Managing Member at Montgomery Financial Services, LLC on SEC Form ADV.

How much of Montgomery Financial Services, LLC does Jeffrey David Montgomery own?

Form ADV reports a beneficial ownership band of Over 75%.

Montgomery Financial Services, LLC

TitleChief Compliance Officer/Managing Member
OwnershipOver 75%
Control personYes
Since2013
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