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RIA / WealthAdvisor34 years in industry

JERRY DALE MONTGOMERY

Advisor at CANTERBURY CONSULTING INCORPORATED

NEWPORT BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c6f1f573-d948-d47f-8f1f-38d751017d52

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Feb 1, 1992 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Jerry Dale III Montgomery

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Jerry Dale III Montgomery

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CANTERBURY CONSULTING INCORPORATED
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 6, 2001
Dual registered: no
Other names: JD MONTGOMERY
IAPD individual key: 1874730

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CANTERBURY CONSULTING INCORPORATED	Independent wealth	Jan 1, 2025	n/a	yes	NEWPORT BEACH, CA	Current employment

Relationships

Registered with (1)

→ CANTERBURY CONSULTING INCORPORATEDRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c6f1f573-d948-d47f-8f1f-38d751017d52
First observed: Feb 1, 1992
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JERRY DALE MONTGOMERY

Advisor at CANTERBURY CONSULTING INCORPORATED

NEWPORT BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c6f1f573-d948-d47f-8f1f-38d751017d52

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:12 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CANTERBURY CONSULTING INCORPORATED

Independent wealth

Jan 1, 2025

n/a

yes

NEWPORT BEACH, CA

Current employment