Jonathan Montgomery
Waters, Parkerson & · New Orleans, Louisiana
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).
Request an introduction to Jonathan →
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 | $2.86B across 1,916 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in LA, TX · CRD 4356767 |
| Exams passed | Series 66 (2004) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.watersparkerson.com |
How Jonathan's firm compares
- Waters, Parkerson &'s average account is about $1.5 million, from its Form ADV (assets managed divided by 1,916 accounts).
Request an introduction to Jonathan
Tell Jonathan a little about what you're looking for. Jonathan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jonathan
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.
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
- Waters, Parkerson & 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.
See something wrong? Request a correction. Read our methodology.