Michael J Montgomery

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2008 → 10/2016
  Thrivent Investment Management Inc
  El Cajon, CA
• 09/2008 → 10/2016
  Thrivent Financial For Lutherans
  El Cajon, CA
• 10/2016 → 03/2017
  Unemployed
  Pine Valley, CA
• 04/2017 → 08/2017
  Citigroup
  San Antonio, TX
• 09/2017 → 10/2025
  J.P. Morgan Securities Llc
  Tyler, TX
• 09/2017 → 10/2025
  Jpmorgan Chase Bank, N.A.
  Tyler, TX
• 11/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 11/2025 → Present
  Cetera Investment Advisers Llc
  San Diego, CA
• 11/2025 → Present
  California Coast Credit Union
  San Diego, CA

Previous Registrations

• 2017-09-18 → 2025-10-21
  J.P. Morgan Securities Llc
  Alpine, CA
  El Cajon, CA
  Lakeside, CA
  El Cajon, CA
  Tyler, TX
• 2008-10-03 → 2016-10-04
  Thrivent Investment Management Inc.
  Thousand Oaks, CA
  Santee, CA
  El Cajun, CA

Exams

• S66 Uniform Combined State Law Examination
  2008-09-15

Other Names

• Michael James Montgomery
• Michael J. Montgomery