Advisor at Dakota Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Dakota Wealth, LLC
Location
Mechanicsburg, PA 17055
Credentials
Series 66
Industry experience
21 years
Jeanna Montes is a financial advisor at Dakota Wealth, LLC with 21 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services and LPL Financial. Outside of her advisory role, she operates a clothing resale business selling used clothing on eBay. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, and other entities. The firm constructs customized portfolios using diversified allocations and employs a combination of fundamental, technical, and cyclical research methods.
Based on Dakota Wealth, LLC
Based on Dakota Wealth, LLC
Fixed fees for financial planning and investment consulting services as stated above
$0+: Up to 2.00% annually based on various factors $0+: Additional 0.50% annually for Dynamic Growth strategy accounts $0+: 0.75% annually for held away accounts managed through Pontera Inc.
Fee-only: Fixed fees typically ranging from $5,000 to $25,000 for financial planning; $1,000 to $15,000 for investment consulting
5010 Ritter Road, Suite 101
Mechanicsburg, PA 17055
Pennsylvania
Dakota Wealth, LLC
2023 - Present (3 years)
Raymond James Financial Services Advisors Inc.
2016 - 2023 (7 years)
Raymond James Financial Services, Inc.
2016 - 2023 (7 years)
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Is active or affiliated with:
Fund sponsor
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Accountant / CPA / tax prep
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Harrisburg, PA
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CFP®, Series 65
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Series 63, Series 65
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Series 65
Etters, PA
BrightPath Financial Advisors, LLC
Series 63, Series 65
Harrisburg, PA
Retirement Collaborative LLC
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