Jason Montgomery has been an investment adviser representative at Prevail Innovative Wealth Advisors since December 2024, and is not listed among the firm’s executive officers or direct owners.
Prevail Innovative Wealth Advisors, LLC is a Leawood, KS firm with $932M under management, 822 clients and 31 advisers across 3 offices, as of its September 2026 filing.
Grant Montgomery retired as a Lieutenant Colonel in Field Artillery after a 21-year U.S. Army career and now works in financial planning at Prevail. He helps people optimize earning potential, create pathways to wealth creation and retirement security, and achieve their life goals.
Jason Montgomery’s longest registration was 3 years at Commonwealth Financial Network (2018–2021). Before joining Prevail Innovative Wealth Advisors in 2024, Jason Montgomery was registered through Normandy Investment Advisors and Commonwealth Financial Network.
- – present · 1 yearLeawood, KS · Adviser representative · Firm CRD 288641
- Normandy Investment Advisors– · 3 yearsLeawood, KS · Adviser representative · Firm CRD 316321
- Commonwealth Financial Network– · 3 yearsOverland Park, KS · Adviser representative · Firm CRD 8032
Professional designations
Listed by Prevail Innovative Wealth Advisors
- CERTIFIED FINANCIAL PLANNER® (CFP®)
Investment adviser representative registrations
Jason Montgomery is registered as an investment adviser representative in 2 states. Each was approved in December 2024.
- KansasSince 5 December 2024
- MissouriSince 5 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 12 April 2018 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 October 2017 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 June 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 March 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jason Grant Montgomery
- CRD
- 6798462
- Firm
- Prevail Innovative Wealth Advisors · CRD 288641
- Office
- 4745 W. 136TH STREET, Leawood, KS 66224
- Registration
- Investment adviser registration
- In the industry since
- June 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- prevailiws.com
Where does Jason Montgomery work?
Jason Montgomery is an investment adviser representative registered through Prevail Innovative Wealth Advisors, LLC since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jason Montgomery a financial advisor?
Yes. Jason Montgomery has a current investment-adviser registration in Kansas and Missouri, through Prevail Innovative Wealth Advisors since December 2024.
How many years of experience does Jason Montgomery have?
Jason Montgomery has 9 years in the financial industry, since June 2017, across 3 adviser firms.
What exams has Jason Montgomery passed?
Jason Montgomery has passed 4 licensing exams: the Series 63, Series 6, Series 65 and Series 7. The earliest, the Series 63, was passed in March 2017. FINRA credited Jason Montgomery with the SIE, which began in October 2018.
Where did Jason Montgomery work before Prevail Innovative Wealth Advisors?
Before Prevail Innovative Wealth Advisors, Jason Montgomery was registered through Normandy Investment Advisors, September 2021 to December 2024; Commonwealth Financial Network, February 2018 to October 2021.
Where is Jason Montgomery based?
Jason Montgomery’s registered office is in Leawood, KS.
Is Jason Montgomery registered with FINRA?
No. Jason Montgomery has no current broker registration.
Is Jason Montgomery a CFP?
Prevail Innovative Wealth Advisors lists Jason Montgomery with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jason Montgomery’s record?
Search CRD 6798462 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Montgomery’s full registration record.
