Phillip Joseph Montgomery

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:

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

Current Employers

Employment History

• 03/2012 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2011-09-06 → 2012-03-22
  Morgan Stanley
  Atlanta, GA

Other Businesses

Orange Cone Productions LLC Type of business: Production/Filming Company Conyers, GA Start date: 7/1/2019 None Hours per week: 0 Hours during trading: 0 They block our parking during the filming and pay an inconvenience fee. Rental Property Type of business: Renting house Monticello, GA Start date: 8/27/2019 Owner Hours per week: 0 Hours during trading: 0 Maintains Property BRIEF_DESCRIPTION: Rental Property Type of business: Renting house to Mother Covington, GA Start date: 8/27/2019 Owner Hours per week: 1 Hours during trading: 0 Make sure the house is maintained.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-01

Other Names

• Phillip Joseph Montgomery
• Phillip J Montgomery