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Jordan C Montgomery

Charles Schwab & Co., Inc.

Metairie, LA

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-05
LA RA APPROVED 2022-04-11
  • TX RA
    APPROVED_RES
    Since 2026-01-05
  • LA RA
    APPROVED
    Since 2022-04-11

Branch Locations

3417 Veterans Memorial Blvd, Metairie, LA 70002 • 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
Edward Jones St Louis MO 03/2019 01/2020
Walker Volkswagen Metairie LA 02/2018 02/2019
Crown Buick Gmc Metairie LA 03/2017 01/2018
Bergeron Chrysler Dodge Jeep Metairie LA 09/2014 02/2017
Unemployed Metairie LA 01/2020 08/2020
Kevin Sheehan State Farm Insurance Metairie LA 08/2020 03/2022
State Farm Vp Management Corp Metairie LA 10/2020 02/2022
Charles Schwab & Co., Inc. Metairie LA 03/2022 Present
Charles Schwab Bank, Ssb Metairie LA 03/2022 Present
  • 03/2019 → 01/2020
    Edward Jones
    St Louis, MO
  • 02/2018 → 02/2019
    Walker Volkswagen
    Metairie, LA
  • 03/2017 → 01/2018
    Crown Buick Gmc
    Metairie, LA
  • 09/2014 → 02/2017
    Bergeron Chrysler Dodge Jeep
    Metairie, LA
  • 01/2020 → 08/2020
    Unemployed
    Metairie, LA
  • 08/2020 → 03/2022
    Kevin Sheehan State Farm Insurance
    Metairie, LA
  • 10/2020 → 02/2022
    State Farm Vp Management Corp
    Metairie, LA
  • 03/2022 → Present
    Charles Schwab & Co., Inc.
    Metairie, LA
  • 03/2022 → Present
    Charles Schwab Bank, Ssb
    Metairie, LA
Previous Registrations
  • 2019-07-05 → 2020-01-09
    Edward Jones
    Metairie, LA
    St Louis, MO
    Metairie, LA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-03
  • S66 Uniform Combined State Law Examination
    2019-07-03
Other Names
  • Jordan Christopher Montgomery
  • Christopher Jordan Montgomery

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Metairie, LA
AMERITAS ADVISORY SERVICES, LLC · Metairie, LA
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · Metairie, LA
MERCER GLOBAL ADVISORS INC. · Metairie, LA
LPL ENTERPRISE, LLC · METAIRIE, LA
GUILBAULT CAPITAL · METAIRIE, LA
SISUNG INVESTMENT MANAGEMENT SERVICES LLC · METAIRIE, LA
INDEPENDENT ADVISOR ALLIANCE, LLC · Metarie, LA

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