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RIA / WealthAdvisorCertified Financial Planner36 years in industry

JACK DONALD MONTEITH

Advisor at MONTEITH WEALTH

BOZEMAN, MT

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Search this name across graphsid dfx:ria:e66b79bc-9fbe-4ca1-6ff7-cfeaf6b5b7fa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 1
Observed: Dec 18, 1998 to Sep 14, 2026

Across DFX

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

Venture Capitalidentity

Jack Donald Monteith

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: MONTEITH WEALTH
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Oct 8, 1992
First registration: Dec 18, 1998
Dual registered: no
IAPD individual key: 2279282

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
MONTEITH WEALTH	State registered	May 1, 2020	n/a	yes	BOZEMAN, MT	Current employment
ADVISORY SERVICES NETWORK	Independent wealth	Apr 13, 2017	May 4, 2020	no	Bozeman, MT\|ATLANTA, GA\|Bozeman, MT	Previous registration
DIRECTIONAL FINANCIAL SERVICES	Independent wealth	Oct 5, 2015	Jan 5, 2017	no	Portland, OR\|SEATTLE, WA	Previous registration
EMPIRICAL WEALTH MANAGEMENT	Independent wealth	Jan 23, 2013	Jan 5, 2017	no	SEATTLE, WA\|Portland, OR	Previous registration
DIRECTIONAL FINANCIAL SERVICES	n/a	Apr 13, 2007	Apr 16, 2009	no	SEATTLE, WA	Previous registration
EMPIRICAL WEALTH MANAGEMENT, LLC	Former SEC adviser	Jul 12, 2006	Jan 2, 2013	no	PORTLAND, OR	Previous registration
CHINOOK CAPITAL MANAGEMENT LLC	Former SEC adviser	Jan 18, 2001	Jul 7, 2006	no	PORTLAND, OR	Previous registration
PINNACLE WEALTH ADVISORS	Independent wealth	Dec 18, 1998	Dec 10, 2002	no	PORTLAND, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADVISORY SERVICES NETWORK	MONTEITH WEALTH	May 4, 2020	May 1, 2020	-3	Firm change	RIA to state RIA
DIRECTIONAL FINANCIAL SERVICES	ADVISORY SERVICES NETWORK	Jan 5, 2017	Apr 13, 2017	98	Firm change	Other
EMPIRICAL WEALTH MANAGEMENT	DIRECTIONAL FINANCIAL SERVICES	Jan 5, 2017	Oct 5, 2015	-458	Firm change after gap	Other
EMPIRICAL WEALTH MANAGEMENT, LLC	DIRECTIONAL FINANCIAL SERVICES	Jan 2, 2013	Apr 13, 2007	-2,091	Firm change after gap	Other
DIRECTIONAL FINANCIAL SERVICES	EMPIRICAL WEALTH MANAGEMENT	Apr 16, 2009	Jan 23, 2013	1,378	Firm change after gap	Other
CHINOOK CAPITAL MANAGEMENT LLC	EMPIRICAL WEALTH MANAGEMENT, LLC	Jul 7, 2006	Jul 12, 2006	5	Firm change	Other
PINNACLE WEALTH ADVISORS	CHINOOK CAPITAL MANAGEMENT LLC	Dec 10, 2002	Jan 18, 2001	-691	Firm change after gap	Other

Relationships

Registered with (8)

→ MONTEITH WEALTHRegistered adviserregistration: current employment
May 1, 2020 to presentfactForm ADV
→ ADVISORY SERVICES NETWORKRegistered adviserregistration: previous registration
Apr 13, 2017 to May 4, 2020factForm ADV
→ EMPIRICAL WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 23, 2013 to Jan 5, 2017factForm ADV
→ DIRECTIONAL FINANCIAL SERVICESRegistered adviserregistration: previous registration
Oct 5, 2015 to Jan 5, 2017factForm ADV
→ EMPIRICAL WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 12, 2006 to Jan 2, 2013factForm ADV
→ DIRECTIONAL FINANCIAL SERVICESRegistered adviserregistration: previous registration
Apr 13, 2007 to Apr 16, 2009factForm ADV
→ CHINOOK CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 18, 2001 to Jul 7, 2006factForm ADV
→ PINNACLE WEALTH ADVISORSRegistered adviserregistration: previous registration
Dec 18, 1998 to Dec 10, 2002factForm ADV

Dated events

No dated event names this entity yet.