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Michele Victoria Montoya

Edward Jones

Bonney Lake, WA

CRD 4818297

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-05-02
WA RA APPROVED 2024-04-26
  • TX RA
    APPROVED_RES
    Since 2024-05-02
  • WA RA
    APPROVED
    Since 2024-04-26

Branch Locations

18209 Sr 410 E Ste 302, Bonney Lake, WA 98391 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Bonney Lake WA 06/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-24
  • S66 Uniform Combined State Law Examination
    2024-04-24
Other Names
  • Michele Ecklund
  • Michele Surber
  • Michele Victoria Ecklund

View on SEC IAPD

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