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Jonathan Montes, Financial Advisor

FINANCIAL ADVISOR
Jonathan R Montes

CFP®
1411 Commercial Ave, Anacortes, WA 98221opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Insurance & Annuities

About Jonathan

Our goal is to serve our clients and their families in a warm and approachable manner. I believe your "why" matters, and as such, provide financial advice only after devoting time to understanding the details of what is most important to our clients and why.

Transparency and wise stewardship of our client’s time and assets are of paramount importance. I enjoy building relationships with and teaching our clients through street-level conversations that are steady and consistent, ensuring we pay attention to details in order to serve our clientele with excellence and help them achieve their financial goals.

I am a...

Work History

  • Edward JonesDecember 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of California-Los AngelesCertificate
  • The CitadelBachelor of Science

Personal Interests

  • Spending Time with Family
  • Reading
  • Aviation
  • Mountain Biking
  • Basketball

Team Members

  • Angela Grainger
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(360) 293-1963

Fax

(877) 818-4656

Office Address

1411 Commercial Ave
Anacortes, WA 98221opens in a new window

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