Jonathan Baldwin Montgomery
Investment adviser representative at Waters, Parkerson & Co., LLC
25 yearsExperience
2 statesRegistered in
CFADesignation
$2.9BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Waters, Parkerson & Co., Inc.Feb 2001 to now
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Waters, Parkerson & Co., LLC
$2.9BAssets managed
794Clients
7Advisers
54 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
- 4356767
- Firm CRD
- 3711