Raina Margaret Montgomery
Investment adviser representative at Edward Jones
19 yearsExperience
1 stateRegistered in
$1TFirm assets
62 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Edward JonesOct 2023 to now
- Capital Christian SchoolJul 2023 to Jun 2024
- Victory Christian SchoolAug 2020 to Jun 2023
- Academy of LearningApr 2020 to Dec 2021
- San Juan Unified School DistrictSep 2019 to Mar 2020
- Raina MontgomeryJan 2018 to Dec 2019
- Inspire NorthAug 2017 to Dec 2017
- Raina MontgomeryJan 2007 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 7791484
- Firm CRD
- 250