Joseph Timothy Montgomery
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
2 statesRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab Bank, SsbSep 2022 to now
- Charles Schwab & Co., Inc.Mar 2022 to now
- UnemployedNov 2021 to Feb 2022
- Lincoln FinancialJun 2021 to Oct 2021
- FedexAug 2020 to Apr 2021
- Nc A&t Su Health CenterAug 2018 to Oct 2021
- North Carolina Agricultural & Technical State UniversityAug 2016 to May 2021
- Chandler Law Firm (summers)Jun 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7396043
- Firm CRD
- 5393