Jacob Tyler Montes
Investment adviser representative at Dark Horse Advisors LLC
13 yearsExperience
2 statesRegistered in
$181.7MFirm assets
Under 1 yearFirm 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 assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Dark Horse Advisors LLCJan 2023 to now
- Dfpg Investments, LLCOct 2022 to now
- StudentJan 2013 to Oct 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Dark Horse Advisors LLC
$181.7MAssets managed
179Clients
5Advisers
Under 1 yearIn 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
- 7780202
- Firm CRD
- 312741