Jason
Montgomery
Normandy Investment Advisors
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About this Advisor
Jason Montgomery is a financial advisor working out of Blue Springs, Missouri with 2 years of relevant experience. Montgomery is an employee of Normandy Investment Advisors. During their career, the advisor has held roles at Pruco Securities, LLC, U.S. Army, Commonwealth Financial Network, Infinitas, Normandy Investment Advisors and The Prudential Insurance Company Of America. Montgomery has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Kansas and Missouri. Normandy Investment Advisors is a financial advisory company operating out of Leawood, KS. The investment advisory business has offices in four locations and just five financial advisors. It administers $104 million in total assets between its 464 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm provides services to two charitable organizations. Of its 464 customer accounts, just 13% belong to high-net-worth clients who have at least $1 million in investable assets. Normandy Investment Advisors performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services usually are based on which service is offered. However, fee types billed by Normandy Investment Advisors can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Normandy Investment Advisors Brokerage Details
$104,207,716
5
464
$224,586
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jason Montgomery Work History
Jason has been registered as a financial advisor for 2 years.*
Normandy Investment Advisors
Pruco Securities, LLC
Commonwealth Financial Network
Infinitas
The Prudential Insurance Company Of America
U.S. Army
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Montgomery to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Normandy Investment Advisors
Leawood, KS
Independence, MO
Leawood, KS
Leawood, KS
Blue Springs, MO
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