John Milton Montgomery

Employer firm

Arax Advisory Partners CRD 133535

$26.5B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → Present
  Financial Freedom Advisors, Llc
  Mt. Pleasant, SC
• 03/2024 → Present
  Srs Capital Advisors, Inc.
  Denver, CO

Previous Registrations

• 2012-07-02 → 2014-07-15
  First Allied Advisory Services, Inc.
  Charleston, SC
• 2004-02-18 → 2012-07-02
  First Allied Securities, Inc.
  Charleston, SC
  Odessa, FL

Other Businesses

John Montgomery, investment-related, 656 Coleman Blvd, Suite #103, Mt. Pleasant, SC, selling insurance products, individual agent, 1/1994, 1/mo - 1/trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-04-02

Designations

• Certified Financial Planner