Jonathan B. Montgomery, CFA
Waters, Parkerson & Co., Llc
Financial Planner in New Orleans, LA
Address:228 Saint Charles Ave, Ste 512
New Orleans, LA 70130
About Jonathan B. Montgomery
Jonathan Montgomery is a financial professional at Waters, Parkerson & Co., Llc located in New Orleans, Louisiana. Jonathan Montgomery holds an industry securities registration subject to FINRA oversight having passed securities examinations including S55, S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Jonathan Montgomery provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Jonathan Montgomery228 Saint Charles Ave, Ste 512
New Orleans, LA 70130
Phone Number:
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Website:
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