Thomas Jude Montz
Investment adviser representative at Raymond James Financial Services Advisors, Inc
32 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
32 years in the industry.
- Raymond James Financial Services Advisors, Inc.Nov 2021 to now
- Raymond James Financial Services, Inc.Nov 2021 to now
- SmartbankNov 2021 to Sep 2023
- PNC InvestmentsAug 2021 to Nov 2021
- Bbva Securities Inc.May 2013 to Aug 2021
- Bbva Wealth Solutions Inc.Oct 2010 to Aug 2021
- Bbva Compass Insurance Agency, Inc.Aug 2000 to Aug 2021
- Compass BankAug 1989 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1843014
- Firm CRD
- 149018