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portrait of Jonathan R Montes
FINANCIAL ADVISOR

Jonathan R Montes

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

Focus Areas

  • New Investors
  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • College Savings
  • Estate & Legacy Strategies

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

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 01:30PM
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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