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Detailed Report
JENNIFER ANN MCKINSEY
JENNIFER ANN MONTGOMERY
CRD#: 2690791
IA
Investment Adviser
B
Broker
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCCRD#: 149018 8555 EXECUTIVE WOOD DRIVE
SUITE 400
LINCOLN, NE 68512
RAYMOND JAMES FINANCIAL SERVICES, INC.CRD#: 6694 8555 EXECUTIVE WOODS DRIVE
SUITE 400
LINCOLN, NE 68512
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2009 - 2019 (10 years)2 FIRMS2019 - Present (5 years)BCITIGROUP GLOBAL MARKETS INC. (CRD# 7059)2006 - 2009 (3 years)BRBC DAIN RAUSCHER INC. (CRD# 31194)1999 - 2006 (7 years)IACITIGROUP GLOBAL MARKETS INC. (CRD# 7059)2008 - 2009 (1 year)
License(s)

State Registrations

B
Nebraska 11/7/2019
IA
Nebraska 11/12/2019

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018)
8555 EXECUTIVE WOOD DRIVE SUITE 400, LINCOLN, NE 68512
Registered with this firm since 11/12/2019
B
RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694)
8555 EXECUTIVE WOODS DRIVE SUITE 400, LINCOLN, NE 68512
Registered with this firm since 11/7/2019
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 06/01/2009 - 11/08/2019 MORGAN STANLEY (CRD#:149777) LINCOLN, NE
B
 06/01/2009 - 11/08/2019 MORGAN STANLEY (CRD#:149777) LINCOLN, NE
IA
 03/06/2008 - 06/01/2009 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) LINCOLN, NE
B
 03/20/2006 - 06/01/2009 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) LINCOLN, NE
B
 02/22/1999 - 03/23/2006 RBC DAIN RAUSCHER INC. (CRD#:31194) NEW YORK, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.