Jason Grant Montgomery

Employer firm

Prevail Innovative Wealth Advisors, LLC CRD 288641

$932M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters
• VARIABLE ANNUITY & LIFE SUB-ACCOUNT MANAGEMENT

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

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

Current Employers

Employment History

• 05/2017 → 08/2017
  Pruco Securities, Llc
  Overland Park, KS
• 01/1997 → 09/2017
  U.S. Army
  Multiple, MO
• 06/2017 → 08/2017
  The Prudential Insurance Company Of America
  Overland Park, KS
• 08/2017 → 09/2021
  Commonwealth Financial Network
  Waltham, MA
• 08/2017 → 08/2021
  Infinitas
  Overland Park, KS
• 09/2021 → 12/2024
  Normandy Investment Advisors
  Leawood, KS
• 12/2024 → Present
  Prevail Innovative Wealth Advisors, Llc
  Leawood, KS

Previous Registrations

• 2021-09-30 → 2024-12-05
  Normandy Investment Advisors
  Blue Springs, MO
  Leawood, KS
• 2018-02-02 → 2021-10-04
  Commonwealth Financial Network
  Overland Park, KS

Other Businesses

INSURANCE LICENSED LIFE AND HEALTH HEART OF AMERICA CHAPTER MILITARY OFFICERS ASSOCIATION OF AMERICA FIRST VICE PRESIDENT SINCE 12/2017 NOT INVESTMENT RELATED MAGELLAN FEDERAL PERSONAL FINANCIAL COUNSELOR SINCE 01/2024 NOT INVESTMENT RELATED GREATER KANSAS CITY CHAPTER OF THE ASSOCIATION OF THE U.S. ARMY VOLUNTEER SINCE 07/2025 NOT INVESTMENT RELATED KANSAS CITY REGION OF THE PORSCHE CLUB OF AMERICA BOARD MEMBER SINCE 07/2025 NOT INVESTMENT REALTED

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-18
• S63 Uniform Securities Agent State Law Examination
  2017-03-20

Designations

• Certified Financial Planner