Role at Canterbury Consulting
- Title on Schedule A
- Managing Director
- Control
- Jerry Montgomery is a control person of Canterbury Consulting.
- Ownership
- The filed direct ownership band is 10% to 25%.
- Tenure
- Jerry Montgomery has held the filed role since July 2002.
The firm
Form ADV filed 4 May 2026
Career on record
Jerry Montgomery has been registered through Canterbury Consulting since March 2000.
- Passed Series 66 · 2001
- – present · 27 yearsNewport Beach, CA · Adviser representative · Firm CRD 22875
- Passed Series 7 · 1988
Registrations and exams
Jerry Montgomery has a current investment-adviser registration in California and Texas and has passed 2 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 2 March 2000 |
| Texas | Investment adviser representative | Approved, resident | 7 February 2025 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved, resident
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 August 2001 |
| Series 7 | General Securities Representative Examination | 17 September 1988 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Jerry Dale Montgomery
- CRD
- 1874730
- Registration status
- Investment adviser registration
- Office
- 610 NEWPORT CENTER DRIVE, SUITE 500, Newport Beach, CA 92660-6404
- Firm bio
- canterburyconsulting.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Canterbury identifies JD Montgomery as a managing director who leads its Family Office division and serves multi-generational families. Canterbury Consulting official team page
Education
- He graduated from Stanford University.Canterbury Consulting official team page
Credentials and memberships
- The firm biography identifies him as a Chartered Alternative Investment Analyst (CAIA).Canterbury Consulting official team page
Common questions
Where does Jerry Montgomery work?
Jerry Montgomery has been Managing Director of Canterbury Consulting Incorporated since July 2002, and is a control person of the firm.
Is Jerry Montgomery a financial advisor?
Yes. Jerry Montgomery has a current investment-adviser registration in California and Texas, through Canterbury Consulting since March 2000, as of 17 October 2026.
How many years of experience does Jerry Montgomery have?
Jerry Montgomery has worked in the financial industry for 26 years as of 17 October 2026, counted from 1 March 2000, across 1 adviser firm.
What exams has Jerry Montgomery passed?
Jerry Montgomery has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 1988.
Where is Jerry Montgomery based?
Jerry Montgomery’s registered office is in Newport Beach, CA.
Leadership at Canterbury Consulting
Jason LeveyChief Executive Officer
Debashis ChowdhuryPresident
Poorvi ParekhChief Compliance Officer (cco)
Donald CluckFounding Director
Nolan WoodManaging Director
Michael LavenChairman