Timothy Jonathan Montfort

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → Present
  Raymond James & Associates
  Woodlands, TX
• 08/2018 → Present
  Hill Country Woodshop
  Shavano Park, TX

Previous Registrations

• 2009-05-12 → 2009-09-17
  Raymond James Financial Services Advisors, Inc
  Boerne, TX

Other Businesses

(1)Name of Business: Hill Country Woodshop Address: 323 Pagoda Oak, Shavano Park, TX, 78230, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 08/08/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/carpenter. (2)Name of Business: Montfort Wealth Management LLC Address: 10999 IH 10 Suite 305, San Antonio, TX, 78230, United States Activity Type: Rental Real Estate Position/Title: Officer - CEO Investment Related: Yes Start Date: 07/25/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This was setup to hold the lease for the new RJAS branch.

Exams

• S66 Uniform Combined State Law Examination
  2009-04-28

Other Names

• Tim Montfort