Mark Anthony Montaquila

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

• 09/2018 → Present
  Edward Jones
  St Louis, MO
• 05/2018 → Present
  Unemployed
  Leominster, MA
• 05/2017 → 05/2018
  Exit Realty Massachusetts
  Leominster, MA
• 01/2017 → 03/2017
  Unemployed
  Leominster, MA
• 12/2013 → 01/2017
  Catchpoint Systems
  Bostong, MA

Other Businesses

City of Leominster Type of business: Entertainment Leominster, MA Start date: 7/22/2021 Musician/bandleader Hours per week: 0 Hours during trading: 0 Desc: provide musical entertainment at city-sponsored events

Exams

• S66 Uniform Combined State Law Examination
  2018-11-28