Bio Jeffrey D. Montgomery, Investment Adviser Representative

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Jeffrey D. Montgomery, Investment Adviser Representative

Founder and President, Montgomery Financial Services

Phone: 888.343.5485

Jeffrey D. Montgomery is the founder and president of Montgomery Financial Services LLC ( He is an Investment Adviser Representative, having passed the Series 65 securities exam, and holds life, health and disability insurance licenses in Maryland, Delaware and Virginia. Jeffrey graduated from Towson University in Maryland with a degree in business and economics. He works primarily with pre-retirees, retirees and affluent small-business owners, helping them grow, protect and distribute their financial assets.

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