JB
Jonathan Baldwin Montgomery
CRD 4356767
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Waters, Parkerson & Co., Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Waters, Parkerson & Co., Llc
Co Managing Partner · 10% – 25% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗