Jacob Montano
Investment adviser representative at Scs
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm 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
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- ScsApr 2026 to now
- LPL FinancialApr 2026 to now
- Edward JonesMar 2024 to Mar 2026
- Corebridge FinancialSep 2022 to Mar 2024
- Valic Financial Advisor, Inc.Jul 2022 to Dec 2022
- UnemployedJun 2022 to Sep 2022
- Central Washington University RecreationMar 2020 to Jul 2022
- Buttered Biscuit, LLCSep 2018 to Sep 2020
- McdonaldsApr 2018 to Sep 2018
- UnemployedJan 2012 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
Scs
Legal name: Bensler, LLC
$1.9BAssets managed
2,493Clients
32Advisers
5 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
- 7525692
- Firm CRD
- 310849