Jeffrey David Montgomery
Managing MemberMontgomery Financial Services, LLCCRD 5921383
About Jeffrey David Montgomery
Jeffrey David Montgomery is listed as Managing Member at Montgomery Financial Services, LLC in Ocean City, MD. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Montgomery Financial Services, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffrey David Montgomery work?
Jeffrey David Montgomery is listed as Managing Member at Montgomery Financial Services, LLC on SEC Form ADV.
How much of Montgomery Financial Services, LLC does Jeffrey David Montgomery own?
Form ADV reports a beneficial ownership band of Over 75%.
Montgomery Financial Services, LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2013 |