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Jerry Dale III Montgomery

Managing DirectorCanterbury Consulting IncorporatedCRD 1874730

About Jerry Dale III Montgomery

Jerry Dale III Montgomery is listed as Managing Director at Canterbury Consulting Incorporated in Newport Beach, CA. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Canterbury Consulting Incorporated
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jerry Dale III Montgomery work?

Jerry Dale III Montgomery is listed as Managing Director at Canterbury Consulting Incorporated on SEC Form ADV.

How much of Canterbury Consulting Incorporated does Jerry Dale III Montgomery own?

Form ADV reports a beneficial ownership band of 10-25%.

Canterbury Consulting Incorporated

TitleManaging Director
Ownership10-25%
Control personYes
Since2002