Advisor at Montgomery Capital Management, LLC
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Firm
Montgomery Capital Management, LLC
Location
Newport News, VA 23606
Credentials
Series 66
Industry experience
23 years
Jonathan West is a financial advisor at Montgomery Capital Management, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at Montgomery Capital Management since 2003. West is also the director of College Funding Group, LLC, where he provides advice on college funding, financial aid opportunities, and scholarship sources. Montgomery Capital Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management combined with college-funding consulting, employing an actively managed, top-down investment approach that adjusts portfolios based on a range of economic and market factors.
Based on Montgomery Capital Management, LLC
Based on Montgomery Capital Management, LLC
$0 - $1,000,000: 1.50% $1,000,000+: 1.00%
$125 per hour, billed in quarter-hour increments for college funding services
Account minimum: $100,000
753 B Thimble Shoals Road
Newport News, VA 23606
Virginia
College Funding Group, LLC
2009 - Present (17 years)
Montgomery Capital Management, LLC
2003 - Present (23 years)
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Is not active or affiliated with:
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting 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.
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