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Luis Montanez

Edward Jones

Jacksonville, FL

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-14
FL RA APPROVED 2024-08-19
  • TX RA
    APPROVED
    Since 2025-11-14
  • FL RA
    APPROVED
    Since 2024-08-19

Branch Locations

1950 San Marco Blvd Ste 3, Jacksonville, FL 32207-1201 • 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
Merrill Lynch Jacksonville FL 08/2014 08/2024
Bank Of America Na Jacksonville FL 08/2014 08/2024
Edward Jones St Louis MO 08/2024 Present
  • 08/2014 → 08/2024
    Merrill Lynch
    Jacksonville, FL
  • 08/2014 → 08/2024
    Bank Of America Na
    Jacksonville, FL
  • 08/2024 → Present
    Edward Jones
    St Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-16
  • S66 Uniform Combined State Law Examination
    2014-12-16

View on SEC IAPD

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LPL ENTERPRISE, LLC · JACKSONVILLE, FL
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SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
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