JD
Jerry Dale Montgomery
CRD 1874730
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Canterbury Consulting Incorporated | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Canterbury Consulting Incorporated
Managing Director · 10% – 25% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗