JM
Jeanna Montes
from Dakota Wealth, LLC
Jeanna Montes is a financial advisor based in Florida, Palm Beach Gardens,
with 22 years of experience. Jeanna currently works for
Dakota Wealth, LLC.
Jeanna maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeanna Montes works at Dakota Wealth, LLC
Dakota Wealth, LLC is a financial advisory firm based in Palm Beach Gardens, Florida. It currently has approximately $2,543,353,391 of assets under management and employs about 57 people. Dakota Wealth, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
16 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
11376 N. Jog Road, Suite 101, Palm Beach Gardens, Florida, 33418
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