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Juan Pablo Montoya

Edward Jones

Cocoa, FL

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-25
  • FL RA
    APPROVED
    Since 2024-11-25

Branch Locations

4200 State Road 524 Suite 102, Cocoa, FL 32926 • 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
Wells Fargo Advisors Financial Network, Llc Melbourne FL 08/2015 01/2017
Pnc Bank Rockledge FL 01/2017 04/2017
Pnc Investments Pittsburgh PA 01/2017 04/2017
Regions Bank Rockledge FL 05/2017 05/2021
Cetera Investment Advisers Llc Rockledge FL 05/2017 05/2021
Cetera Investment Services Llc St Cloud MN 05/2017 05/2021
Pnc Investments Rockledge FL 05/2021 11/2024
Edward Jones St Louis MO 11/2024 Present
  • 08/2015 → 01/2017
    Wells Fargo Advisors Financial Network, Llc
    Melbourne, FL
  • 01/2017 → 04/2017
    Pnc Bank
    Rockledge, FL
  • 01/2017 → 04/2017
    Pnc Investments
    Pittsburgh, PA
  • 05/2017 → 05/2021
    Regions Bank
    Rockledge, FL
  • 05/2017 → 05/2021
    Cetera Investment Advisers Llc
    Rockledge, FL
  • 05/2017 → 05/2021
    Cetera Investment Services Llc
    St Cloud, MN
  • 05/2021 → 11/2024
    Pnc Investments
    Rockledge, FL
  • 11/2024 → Present
    Edward Jones
    St Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-17
  • S66 Uniform Combined State Law Examination
    2014-11-17
Other Names
  • Juan Pablo Montoya
  • Juan P Montoya

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
ARNOLD INSURANCE & FINANCIAL SERVICES, LLC
JACKSON PRIVATE WEALTH MANAGEMENT, INC.
EXODUS WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
PLANMEMBER SECURITIES CORPORATION
THRIVENT INVESTMENT MANAGEMENT INC.

Other Investors

Jean Paul J Couturier
CECILIA MAE ROSS
Bryce S Mohelnitzky
JAMES MICHAEL ARNOLD
Taely Geisler
SCOTT CONRAD JACKSON
BRUCE LEE MUSSELMAN
RICHARD ANTHONY MAZO

Other Offices

J.P. MORGAN SECURITIES LLC · COCOA, FL
ARNOLD INSURANCE & FINANCIAL SERVICES, LLC · COCOA, FL
JACKSON PRIVATE WEALTH MANAGEMENT, INC. · COCOA, FL
JACKSON PRIVATE WEALTH MANAGEMENT, INC. · COCOA, FL
EXODUS WEALTH, LLC · Cocoa, FL
AMERIPRISE FINANCIAL SERVICES, LLC · COCOA, FL
CETERA INVESTMENT ADVISERS LLC · COCOA, FL
EDWARD JONES · ROCKLEDGE, FL

More in Cocoa, FL

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