Janet Jansen Montgomery

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 05/2008 → 09/2022
  First Allied Securities, Inc.
  Conyers, GA
• 05/2008 → 11/2020
  First Allied Advisory Services, Inc.
  Brookshire, TX
• 11/2020 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2022 → Present
  Cetera Advisors Llc
  St. Cloud, MN

Previous Registrations

• 2007-01-03 → 2020-11-12
  First Allied Advisory Services, Inc.
  Brookshire, TX
  Chesterfield, MO
  Brookshire, TX
  Friendswood, TX
• 2004-01-23 → 2007-01-03
  Ffp Advisory Services Inc
  Brookshire, TX

Other Businesses

1.) BROTHER'S FAMILY LIMITED PARTNERSHIP; ADVISOR; FIDUCIARY POSITION; START DATE 06/02/2009; 0 HOURS PER MONTH. 2.) JANET MONTGOMERY; INSURANCE; INSURANCE; START DATE 03/14/2008; 0 HOURS PER MONTH. 3.)907 COTTON GIN LLC; MANAGER; REAL ESTATE; START DATE 01/01/2011; 4 HOURS PER MONTH. 4.) STEWARDSHIP WEALTH; MANAGING MEMBER; DBA; START DATE 12/01/2014; 160 HOURS PER MONTH. 5) STEWARDSHIP WEALTH; WEALTH COACH; EDUCATION/TEACHING; START DATE 01/01/2018; 0 HOURS PER MONTH. 6) NAME OF OTHER BUSINESS: ALANON FAMILY GROUP SERVICE, INC. INVESTMENT RELATED: NO; ADDRESS: 9800 NORTHWEST FREEWAY, SUITE 201 HOUSTON,TX 77092 NATURE OF BUSINESS: NON PROFIT; START DATE: 06/2024; POSITION/TITLE/RELATIONSHIP: VICE-PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS, OVERSIGHT, HELP WITH EVENTS AS NECESSARY; 7) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 1/2004; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 3; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S66 Uniform Combined State Law Examination
  2003-12-23

Designations

• Certified Financial Planner

Other Names

• Janet Kathleen Jansen
• Janet Jansen Reichert
• Janet Jansen Montgomery