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Jacob Ronald Montemayor

Empirical Wealth Management

Fort Worth, TX

Seattle, WA

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Current Employers
Empirical Wealth Management

1420 5Th Ave Suite 3150, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-17
  • TX RA
    APPROVED
    Since 2024-06-17

Branch Locations

300 Throckmorton St Suite 630, Fort Worth, TX 76102 • United States

1420 5Th Ave Suite 3150, Seattle, WA 98101 • 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
Charles Schwab & Co., Inc. Oklahoma City OK 01/2013 12/2021
Charles Schwab Bank Ssb Oklahoma City OK 01/2013 12/2021
The Vanguard Group, Inc. Malvern PA 01/2022 05/2022
University Of Oklahoma Oklahoma City OK 07/2018 08/2020
The Vanguard Group, Inc. Plano TX 05/2022 07/2023
Empirical Wealth Management Fort Worth TX 06/2024 Present
Not Employed Mckinney TX 07/2023 05/2024
  • 01/2013 → 12/2021
    Charles Schwab & Co., Inc.
    Oklahoma City, OK
  • 01/2013 → 12/2021
    Charles Schwab Bank Ssb
    Oklahoma City, OK
  • 01/2022 → 05/2022
    The Vanguard Group, Inc.
    Malvern, PA
  • 07/2018 → 08/2020
    University Of Oklahoma
    Oklahoma City, OK
  • 05/2022 → 07/2023
    The Vanguard Group, Inc.
    Plano, TX
  • 06/2024 → Present
    Empirical Wealth Management
    Fort Worth, TX
  • 07/2023 → 05/2024
    Not Employed
    Mckinney, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-07-29
  • S66 Uniform Combined State Law Examination
    2013-07-29
Designations
Other Names
  • Jacob Ronald Montemayor
  • Jake Ronald Montemayor
  • Jacob Montemayor

View on SEC IAPD

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SELADOR CAPITAL MANAGEMENT, LP
INDEPENDENCE SQUARE HOLDINGS, LLC
EAGLE STRATEGIES LLC

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
J.P. MORGAN SECURITIES LLC · FT. WORTH, TX
GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX
SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX
INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX
EAGLE STRATEGIES LLC · FORT WORTH, TX

More in Fort Worth, TX

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