James M Montgomery
Investment adviser representative at Atwood & Palmer, Inc.
10 yearsExperience
1 stateRegistered in
$2BFirm assets
36 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Atwood & Palmer, Inc.Sep 2017 to now
- Charles Schwab & Co., Inc.Apr 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MO).
Atwood & Palmer, Inc.
$2BAssets managed
525Clients
7Advisers
36 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
- 5485951
- Firm CRD
- 104995