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Managing Director · Canterbury Consulting Incorporated

Jerry Dale III Montgomery

CRD 1874730 · Named on Form ADV at one SEC-registered adviser

At a glance

Canterbury Consulting Incorporated, an SEC-registered wealth manager based in Newport Beach, CA with $45.9 billion in regulatory assets, lists Jerry Dale III Montgomery on its Form ADV as Managing Director, a control person.

Firms and roles

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Jerry’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Jerry on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jerry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.