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Jonathan Krivec

Investment Management Group

Billings, MT

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Current Employers
Investment Management Group

2700 King Ave. W, Billings, MT 59102 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2025-12-08
  • MT RA
    APPROVED
    Since 2025-12-08

Branch Locations

2700 King Ave. W, Billings, MT 59102 • 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
Mission Ridge Billings MT 02/2017 04/2018
Billings Hardware Billings MT 05/2019 08/2019
Montana State University Bozeman MT 08/2019 03/2023
Billings Gymnastic School Billings MT 05/2020 08/2020
Montana State University Bozeman MT 02/2021 05/2023
Stoneworks Landscaping Billings MT 05/2021 08/2021
Montana State University Bozeman MT 01/2022 05/2022
Montana State University Bozeman MT 01/2023 05/2023
Stockman Bank Billings MT 06/2022 08/2022
Stockman Bank Billings MT 06/2023 09/2025
Stockman Wealth Management Billings MT 09/2025 Present
Billings West High School Billings MT 08/2015 05/2019
Montana State University Bozeman MT 08/2019 05/2023
  • 02/2017 → 04/2018
    Mission Ridge
    Billings, MT
  • 05/2019 → 08/2019
    Billings Hardware
    Billings, MT
  • 08/2019 → 03/2023
    Montana State University
    Bozeman, MT
  • 05/2020 → 08/2020
    Billings Gymnastic School
    Billings, MT
  • 02/2021 → 05/2023
    Montana State University
    Bozeman, MT
  • 05/2021 → 08/2021
    Stoneworks Landscaping
    Billings, MT
  • 01/2022 → 05/2022
    Montana State University
    Bozeman, MT
  • 01/2023 → 05/2023
    Montana State University
    Bozeman, MT
  • 06/2022 → 08/2022
    Stockman Bank
    Billings, MT
  • 06/2023 → 09/2025
    Stockman Bank
    Billings, MT
  • 09/2025 → Present
    Stockman Wealth Management
    Billings, MT
  • 08/2015 → 05/2019
    Billings West High School
    Billings, MT
  • 08/2019 → 05/2023
    Montana State University
    Bozeman, MT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-03
  • S65 Uniform Investment Adviser Law Examination
    2025-12-03

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CWM, LLC
EDWARD JONES
ALLIED INVESTMENT ADVISORS LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

ROBERT CHARLES BECK
BRIAN STEPHEN LETHERT
Matthew Innecken Stroud
Hayley Ries
RONNA MARIE VOGES
CARSON DELMAR QUINNELL
NATHAN MICHAEL FISK
REED JOSEPH MCELYEA

Other Offices

LPL FINANCIAL LLC · BILLINGS, MT
U.S. BANCORP ADVISORS, LLC · Billings, MT
AMERIPRISE FINANCIAL SERVICES, LLC · BILLINGS, MT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Billings, MT
AMERIPRISE FINANCIAL SERVICES, LLC · BILLINGS, MT
CWM, LLC · Billings, MT
EDWARD JONES · BILLINGS, MT
ALLIED INVESTMENT ADVISORS LLC · BILLINGS, MT

More in Billings, MT

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