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Jace W Montera

Edward Jones

Lakewood, CO

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-01
CO RA APPROVED 2026-01-30
  • TX RA
    APPROVED
    Since 2026-05-01
  • CO RA
    APPROVED
    Since 2026-01-30

Branch Locations

2535 S Lewis Way Suite 104, Lakewood, CO 80227 • 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
Edward Jones Lakewood CO 08/2024 Present
Big 5 Sporting Goods Pueblo CO 11/2016 04/2017
Colorado State University - Pueblo Pueblo CO 12/2017 12/2018
Towne Park Denver CO 01/2019 08/2019
Sp Plus Corporation Denver CO 08/2019 02/2022
Allhealth Network Littleton CO 02/2022 08/2024
Colorado State University - Pueblo Pueblo CO 08/2015 12/2018
  • 08/2024 → Present
    Edward Jones
    Lakewood, CO
  • 11/2016 → 04/2017
    Big 5 Sporting Goods
    Pueblo, CO
  • 12/2017 → 12/2018
    Colorado State University - Pueblo
    Pueblo, CO
  • 01/2019 → 08/2019
    Towne Park
    Denver, CO
  • 08/2019 → 02/2022
    Sp Plus Corporation
    Denver, CO
  • 02/2022 → 08/2024
    Allhealth Network
    Littleton, CO
  • 08/2015 → 12/2018
    Colorado State University - Pueblo
    Pueblo, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-16
  • S66 Uniform Combined State Law Examination
    2026-01-16

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PFS INVESTMENTS INC.
GENEOS WEALTH MANAGEMENT, INC.

Other Investors

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DOUGLAS FRANK JOHNSON
ROXANNE LYNN DILLON
KELLI ANN WALLACE
JEFFREY SCOTT LARKIN
SARA LOVETERE KEITH
Ian Matthew Sallee

Other Offices

FINANCIAL SECURITY MANAGEMENT, INC · LAKEWOOD, CO
ALLSTATE FINANCIAL ADVISORS, LLC · Lakewood, CO
STATE FARM INVESTMENT MANAGEMENT CORP. · LAKEWOOD, CO
EDWARD JONES · LAKEWOOD, CO
WELLS FARGO CLEARING SERVICES, LLC · LAKEWOOD, CO
CETERA INVESTMENT ADVISERS LLC · LAKEWOOD, CO
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKEWOOD, CO
PFS INVESTMENTS INC. · LAKEWOOD, CO

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