Cari Lamontagne
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Edward JonesNov 2022 to now
- Citizens SecuritiesNov 2021 to Nov 2022
- Fidelity Brokerage Services LLCMay 2020 to Nov 2021
- Morgan StanleyJul 2018 to Apr 2020
- Breiter Capital Management, Inc.Apr 2017 to Jul 2018
- Wells Fargo Clearing Services, LLCSep 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 3044736
- Firm CRD
- 250