Jennifer Renee 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

• 06/2014 → Present
  Summit National Partners
  Dallas, TX
• 07/2014 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

(1) NAME OF OTHER BUSINESS: SUMMIT NATIONAL PARTNERS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2014 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: NATIONAL BUSINESS MANAGER; (2) NAME OF OTHER BUSINESS: PARAMOUNT AGENCY ASSOCIATES, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE; START DATE: 06/2018; POSITION/TITLE/RELATIONSHIP: OPERATIONS MANAGER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: ACCOUNT SERVICE, FACILITATION OF UNDERWRITING PROCESS, PRODUCTION OF ILLUSTRATIONS, ACCOUNTING, TRACKING OF PIPELINE, WEBSITE DEVELOPMENT AND MAINTENANCE; (3) NAME OF OTHER BUSINESS: N/A ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: PUBLIC NOTARY ; START DATE: 01/2021 ; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: NOTARIZING CLIENT DOCUMENTS ; (4) NAME OF OTHER BUSINESS: JAMES L. HARDING AND ASSOCIATES, INC. ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE AGENCY; START DATE: 04/2023; POSITION/TITLE/RELATIONSHIP: OPERATIONS MANAGER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: DBA FOR INSURANCE GENERAL AGENCY, ACCOUNT SERVICE;

Exams

• S66 Uniform Combined State Law Examination
  2015-11-23

Other Names

• Jennifer Renee Todd
• Jennifer Renee Kovar
• Jennifer Renee Montgomery