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Jackson Boyd Montgomery

Edward Jones

San Diego, CA

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-28
CA RA APPROVED 2026-04-09
  • TX RA
    APPROVED
    Since 2026-05-28
  • CA RA
    APPROVED
    Since 2026-04-09

Branch Locations

4134 Adams Avenue Suite 104, San Diego, CA 92116 • 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
Interactive Brokers Llc Greenwich CT 09/2023 02/2026
Cal South Soccer Organization San Diego CA 09/2016 07/2019
Pizza Hut La Mesa CA 05/2021 08/2022
Lpl Financial San Diego CA 06/2022 08/2022
University Of Redlands Redlands CA 09/2019 04/2023
Unemployed La Mesa CA 08/2019 04/2021
Unemployed La Mesa CA 05/2023 08/2023
Edward Jones St. Louis MO 03/2026 Present
  • 09/2023 → 02/2026
    Interactive Brokers Llc
    Greenwich, CT
  • 09/2016 → 07/2019
    Cal South Soccer Organization
    San Diego, CA
  • 05/2021 → 08/2022
    Pizza Hut
    La Mesa, CA
  • 06/2022 → 08/2022
    Lpl Financial
    San Diego, CA
  • 09/2019 → 04/2023
    University Of Redlands
    Redlands, CA
  • 08/2019 → 04/2021
    Unemployed
    La Mesa, CA
  • 05/2023 → 08/2023
    Unemployed
    La Mesa, CA
  • 03/2026 → Present
    Edward Jones
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-08
  • S66 Uniform Combined State Law Examination
    2026-04-08
Other Names
  • Jackson Montgomery

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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