Jonathan Ambrose
The Montgomery Financial Group · Orleans, Massachusetts
Jonathan Ambrose is a fee-only financial advisor at The Montgomery Financial Group in Orleans, Massachusetts. Jonathan charges hourly fees (no asset minimum) and focuses on small business owners.
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Specialties
Facts
| Firm | The Montgomery Financial Group |
|---|---|
| Based in | Orleans, Massachusetts |
| Fee model | Hourly |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $48.3M across 247 accounts |
| SEC registration | Investment adviser representative in MA · CRD 8002098 |
| Exams passed | Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.themontgomeryfinancialgroup.com |
| Profile |
How Jonathan's firm compares
- The Montgomery Financial Group's average account is about $196,000, from its Form ADV (assets managed divided by 247 accounts).
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Questions about Jonathan
Is Jonathan Ambrose a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and The Montgomery Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan charges hourly fees.
How much does Jonathan charge?
According to The Montgomery Financial Group's website, checked October 30, 2026: no asset minimum.
Where is Jonathan Ambrose based?
Jonathan Ambrose is based in Orleans, Massachusetts.
What does Jonathan specialize in?
Jonathan's specialties include small business owners.
Is Jonathan Ambrose registered with the SEC?
Yes. Jonathan Ambrose is registered as an investment adviser representative in MA (CRD 8002098), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Montgomery Financial Group manage?
The Montgomery Financial Group reports $48.3M across 247 accounts in assets under management.
How do I contact Jonathan Ambrose?
Through Jonathan's website, www.themontgomeryfinancialgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- The Montgomery Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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