Kyra Ivania Montes

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 01/2023 → 05/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Shreveport, LA
• 04/2022 → 12/2022
  Mccarys Jewelers
  Shreveport, LA
• 12/2022 → 01/2023
  Unemployed
  Shreveport, LA
• 09/2021 → 05/2022
  Professional Management Services
  Shreveport, LA
• 09/2021 → 09/2021
  Five Star Nutrition
  Shreveport, LA
• 08/2021 → 10/2021
  Ulta
  Shreveport, LA
• 04/2021 → 08/2021
  Doordash
  Shreveport, LA
• 08/2020 → 05/2021
  Northeastern State University
  Tahlequah, OK
• 01/2020 → 09/2020
  Orange Theory Fitness
  Shreveport, LA
• 08/2017 → 03/2020
  Centenary College Of Louisiana
  Shreveport, LA
• 05/2018 → 08/2018
  White Water Waterpark
  Branson, MO
• 10/2019 → 02/2020
  Caddo Parish School Board
  Shreveport, LA
• 10/2018 → 02/2019
  Caddo Parish School Board
  Shreveport, LA
• 03/2021 → 12/2021
  Bossier Parish Community College
  Bossier, LA
• 08/2016 → 05/2017
  Mississippi College
  Clinton, MS
• 03/2022 → 07/2025
  Louisiana State University
  Shreveport, LA
• 07/2024 → 11/2024
  Morgan Stanley
  Sandy, UT
• 04/2024 → 07/2024
  Bank Of America
  Highland, UT
• 04/2024 → 11/2024
  Plunj
  Saratoga Springs, UT
• 11/2024 → 07/2025
  Diversify
  Sandy, UT
• 08/2025 → 04/2026
  D.A. Davidson & Co.
  South Jordan, UT
• 04/2026 → Present
  Raymond James Financial Services, Inc.
  Salt Lake City, UT
• 04/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Salt Lake City, UT

Previous Registrations

• 2025-08-12 → 2026-04-13
  D.A. Davidson & Co.
  South Jordan, UT
• 2025-02-27 → 2025-07-10
  Diversify Wealth Management, Llc
  South Jordan, UT

Other Businesses

(1)Name of Business: Voyager Wealth Advisors Address: 1371 E 2100 Ste 215, Salt Lake City, UT, 84105, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/13/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Client services associate for branch

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-26
• S63 Uniform Securities Agent State Law Examination
  2024-09-03

Other Names

• Kyra I Montes
• Kyra Montes