Jaclyn Alison Montoya

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-05-05
TX	RA	APPROVED_RES	2026-05-05

CO RA
APPROVED

Since 2026-05-05
TX RA
APPROVED_RES

Since 2026-05-05

Branch Locations

8010 S County Road 5, Ste 106, Windsor, CO 80528 • 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

Organization	City	State	From	To
Questar Asset Management	Greeley	CO	04/2011	03/2019
Woodbury Financial Services, Inc.	Windsor	CO	03/2019	01/2024
Osaic Wealth, Inc.	Windsor	CO	01/2024	05/2026
Questar Capital Corporation	Greeley	CO	07/2008	03/2019
Lpl Financial	Windsor	CO	05/2026	Present

04/2011 → 03/2019

Questar Asset Management

Greeley, CO
03/2019 → 01/2024

Woodbury Financial Services, Inc.

Windsor, CO
01/2024 → 05/2026

Osaic Wealth, Inc.

Windsor, CO
07/2008 → 03/2019

Questar Capital Corporation

Greeley, CO
05/2026 → Present

Lpl Financial

Windsor, CO

Previous Registrations

2024-01-19 → 2026-05-07

Osaic Wealth, Inc.

Windsor, CO
2019-03-01 → 2024-01-19

Woodbury Financial Services, Inc.

Windsor, CO
2011-04-12 → 2019-03-01

Questar Asset Management, Inc.

Minneapolis, MN

Greeley, CO

Other Businesses

1. 04/2026 - Province Road LLC - Real Estate Rental - Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Fort Collins CO 80525 - OBA Start Date: 05/01/2016 2. 04/2026 - 8010SCR5 LLC - Real Estate Rental - Inv Related - 4 Hour(s)/Month - 0 Hour(s) During Trading - Windsor CO 80528 - OBA Start Date: 05/03/2019 3. 04/2026 - Rigden Parkway H5 LLC - Real Estate Rental - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Fort Collins CO 80525 - OBA Start Date: 04/01/2014 4. 04/2026 - K2 Summit Wealth LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/5/2026 5. 04/2026 - K2 Summit Wealth LLC - Non-Variable Insurance - Inv Related - 5 Hour(s)/Month - 5 Hour(s) During Trading - Windsor CO 80528 - OBA Start Date: 08/01/2008

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-04-11
S63	Uniform Securities Agent State Law Examination	2009-05-14

S65 Uniform Investment Adviser Law Examination

2011-04-11
S63 Uniform Securities Agent State Law Examination

2009-05-14

Other Names

Jaclyn Witt
Jaclyn Alison Witt

View on SEC IAPD