Jonathan Robert Montes

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

• 05/2008 → 12/2019
  United States Navy
  Oak Harbor, WA
• 12/2019 → Present
  Edward Jones
  Anacortes, WA

Other Businesses

Well Curated Type of business: Design Consultation / Retail Anacortes, WA Start date: 7/1/2020 Co-Owner Hours per week: 1 Hours during trading: 0 Desc: Assist owner with strategic vision, product selection, and miscellaneous managerial/administrative efforts. **** "Montes Home Education Type: Home School Education Co-op Date: 09/12/23 Title: Parent-Tutor Trad Hrs: 3 Tot Hrs: 6 Desc: Responsible for ""lead-learner"" duties by guiding a group of six home-educated, first grade students through their 2.5 hour ""Community Day"" once per week. Subjects covered include Math, Latin, Science, English, Timeline, Presentation, History, Geograp City-State: Anacortes WA" **** The Salvation Army - Anacortes Corps Anacortes, WA Start date: 1/1/2025 Advisory Board / Treasurer Hours per week: 0 Hours during trading: 0 The Advisory board consists of a wide spectrum of hard-working men and women who share in the vision to transform and restore lives in the city of Anacortes. Though I do have access to income/expense statements; I do not have check writing, bank account, or other money handling responsibilities.

Exams

• S66 Uniform Combined State Law Examination
  2020-03-02

Designations

• Certified Financial Planner