Candace L. Montoya
Investment adviser representative at Umb Financial Services, Inc.
16 yearsExperience
1 stateRegistered in
$5MFirm assets
22 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Umb Financial Services, Inc.Feb 2026 to now
- Umb BankFeb 2026 to now
- J.P. Morgan Securities LLCAug 2024 to Feb 2026
- JPMorgan Chase Bank, N.A.Aug 2024 to Feb 2026
- UnemployedOct 2022 to Jul 2024
- Zumba Fitness InsturctorApr 2016 to Nov 2016
- J.P. Morgan Securities LLCOct 2012 to Sep 2022
- JP Morgan Chase Bank, N.A.Aug 2010 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
Umb Financial Services, Inc.
$5MAssets managed
0Clients
45Advisers
22 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
- 5910726
- Firm CRD
- 17073