Jonathan Crowe West

Employer firm

Montgomery Capital Management, LLC CRD 126819

$4.73M regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• EDUCATION FUNDING CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2003 → Present
  Montgomery Capital Management, Llc
  Newport News, VA
• 09/2009 → Present
  College Funding Group, Llc
  Richmond, VA

Previous Registrations

• 2009-10-21 → 2014-12-31
  College Funding Group, Llc
  Richmond, VA
• 2002-04-26 → 2003-12-02
  Legg Mason Wood Walker, Incorporated
  Newport News, VA

Other Businesses

College Funding Group, LLC, Non-Investment Related, 3761-A Westerre Parkway, Richmond, VA 23233. Provide advice about funding college education. Director since 9/09; approximately 60 hours per month, with approximately 40 hours during trading hours per month. Meet with clients to discuss college plans, financial aid opportunities and scholarship sources. Review financial aid forms, explain how colleges award aid, answer questions about family specific circumstances that might impact college funding.

Exams

• S66 Uniform Combined State Law Examination
  2002-04-25

Other Names

• Jonathan Crowe West