# Jonathan Montgomery

> Jonathan Montgomery is a fee-only financial advisor at Waters, Parkerson & in New Orleans, Louisiana, who holds the CFA credential. Jonathan charges a percentage of assets (1% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/jonathan-montgomery/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Waters, Parkerson &
- **Based in:** New Orleans, Louisiana
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $2.86B across 1,916 accounts
- **Credentials:** CFA
- **CRD:** 4356767 (https://adviserinfo.sec.gov/individual/summary/4356767)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 66 (2004)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.watersparkerson.com

## Frequently asked questions

### Is Jonathan Montgomery a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Waters, Parkerson & 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 a percentage of assets.

### How much does Jonathan charge?

According to Waters, Parkerson &'s website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Jonathan Montgomery based?

Jonathan Montgomery is based in New Orleans, Louisiana.

### What credentials does Jonathan Montgomery hold?

Jonathan Montgomery holds the CFA credential.

### Is Jonathan Montgomery registered with the SEC?

Yes. Jonathan Montgomery is registered as an investment adviser representative in LA and TX (CRD 4356767), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Waters, Parkerson & manage?

Waters, Parkerson & reports $2.86B across 1,916 accounts in assets under management.

### How do I contact Jonathan Montgomery?

Through Jonathan's website, www.watersparkerson.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4356767): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.watersparkerson.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.