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Jacob Tyler Montes

Dark Horse Advisors LLC

Rancho Santa Fe, CA

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Current Employers
Dark Horse Advisors Llc

San Diego, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-06-25
CA RA APPROVED 2023-12-06
  • TX RA
    APPROVED_RES
    Since 2026-06-25
  • CA RA
    APPROVED
    Since 2023-12-06

Branch Locations

16950 Via De Santa Fe Suite 5060-104, Rancho Santa Fe, CA 92067 • 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
OrganizationCityStateFromTo
Dark Horse Advisors Llc Rancho Santa Fe CA 01/2023 Present
Dfpg Investments, Llc Rancho Santa Fe CA 10/2022 Present
Student San Diego CA 01/2013 10/2022
  • 01/2023 → Present
    Dark Horse Advisors Llc
    Rancho Santa Fe, CA
  • 10/2022 → Present
    Dfpg Investments, Llc
    Rancho Santa Fe, CA
  • 01/2013 → 10/2022
    Student
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-27
  • S65 Uniform Investment Adviser Law Examination
    2023-11-27

View on SEC IAPD

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ESSENTIAL PARTNERS LLC · RANCHO SANTA FE,, CA
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LPL FINANCIAL LLC · RANCHO SANTA FE, CA
EAGLE STRATEGIES LLC · Rancho Santa Fe, CA
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