DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jack Donald Monteith
Certified Financial Planner
Feed of 09/14/2026
At current firm
6 y
since May 1, 2020
In the industry
36 y
since Jan 1, 1990 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Monteith Wealth state registered currentsince May 1, 2020 · Bozeman, Mt
- Advisory Services Network independent RIAApr 13, 2017 to May 4, 2020 · Bozeman, Mt
- Directional Financial Services independent RIAOct 5, 2015 to Jan 5, 2017 · Portland, Or
- Empirical Wealth Management independent RIAJan 23, 2013 to Jan 5, 2017 · Seattle, Wa
- Directional Financial Services unclassifiedApr 13, 2007 to Apr 16, 2009 · Seattle, Wa
- Empirical Wealth Management, LLC formerJul 12, 2006 to Jan 2, 2013 · Portland, Or
- Chinook Capital Management LLC formerJan 18, 2001 to Jul 7, 2006 · Portland, Or
- Pinnacle Wealth Advisors independent RIADec 18, 1998 to Dec 10, 2002 · Portland, Or
Moves
a registration end followed by a registration begin elsewhere
- Advisory Services Network to Monteith Wealthleft May 4, 2020, registered May 1, 2020 (-3 days) · RIA to a state-registered adviser
- Directional Financial Services to Advisory Services Networkleft Jan 5, 2017, registered Apr 13, 2017 (98 days) · Other
- Empirical Wealth Management to Directional Financial Servicesleft Jan 5, 2017, registered Oct 5, 2015 (-458 days) · Other
- Empirical Wealth Management, LLC to Directional Financial Servicesleft Jan 2, 2013, registered Apr 13, 2007 (-2091 days) · Other
- Directional Financial Services to Empirical Wealth Managementleft Apr 16, 2009, registered Jan 23, 2013 (1378 days) · Other
- Chinook Capital Management LLC to Empirical Wealth Management, LLCleft Jul 7, 2006, registered Jul 12, 2006 (5 days) · Other
- Pinnacle Wealth Advisors to Chinook Capital Management LLCleft Dec 10, 2002, registered Jan 18, 2001 (-691 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address