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Jacob Montano

Scs

Bellevue, WA

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Current Employers
Scs

10900 Ne 8Th Street 15Th Floor - Suite 1550, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-05-12
  • WA RA
    APPROVED
    Since 2026-05-12

Branch Locations

10900 Ne 8Th Street 15Th Floor - Suite 1550, Bellevue, WA 98004 • 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
Mcdonalds Bonney Lake WA 04/2018 09/2018
Buttered Biscuit, Llc Bonney Lake WA 09/2018 09/2020
Central Washington University Recreation Ellensburg WA 03/2020 07/2022
Unemployed Bonney Lake WA 01/2012 04/2018
Valic Financial Advisor, Inc. Seattle WA 07/2022 12/2022
Corebridge Financial Renton WA 09/2022 03/2024
Edward Jones St. Louis WA 03/2024 03/2026
Unemployed Puyallup WA 06/2022 09/2022
Lpl Financial Bellevue WA 04/2026 Present
Scs Bellevue WA 04/2026 Present
  • 04/2018 → 09/2018
    Mcdonalds
    Bonney Lake, WA
  • 09/2018 → 09/2020
    Buttered Biscuit, Llc
    Bonney Lake, WA
  • 03/2020 → 07/2022
    Central Washington University Recreation
    Ellensburg, WA
  • 01/2012 → 04/2018
    Unemployed
    Bonney Lake, WA
  • 07/2022 → 12/2022
    Valic Financial Advisor, Inc.
    Seattle, WA
  • 09/2022 → 03/2024
    Corebridge Financial
    Renton, WA
  • 03/2024 → 03/2026
    St. Louis, WA
  • 06/2022 → 09/2022
    Unemployed
    Puyallup, WA
  • 04/2026 → Present
    Lpl Financial
    Bellevue, WA
  • 04/2026 → Present
    Bellevue, WA
Previous Registrations
Other Businesses

1. 04/2026 - SCS - DBA for LPL Business (entity for LPL business) - Inv Related - 240 Hour(s)/Month - 240 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/4/2026 2. 04/2026 - Northwest SCS - DBA for LPL Business (entity for LPL business) - Inv Related - 240 Hour(s)/Month - 240 Hour(s) During Trading - Bellevue WA 98004 - OBA Start Date: 5/4/2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-14
  • S66 Uniform Combined State Law Examination
    2022-09-14
Designations

View on SEC IAPD

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