• Jeanna L. Montes

    Registered Administrative Associate

  • 15 years of experience in the financial services industry
  • B.S., Business Administration/Finance, California State University of Hayward
  • The American College Certificate in Paraplanner Development and Heath Care Reform Studies, 2014
  • Professional Licenses:
    • Series 7 and 66 registrations
    • California Department Life & Health Insurance CA Insurance License #0D94264


Jeanna has been a Licensed Associate since 2002. She began her career at Ameriprise Financial and furthered her career at UBS and Morgan Stanley Smith Barney. While at Morgan Stanley Smith Barney, Jeanna earned the title of Financial Planning Specialist.

Along with her degree from California State, she also has an Associate Degree in Business Administration and Liberal Arts. She believes her 15 years of experience has given her a solid foundation and will allow her to continue her career development in wealth management.

Jeanna works remotely from California where she resides with her husband, Alfonso, who currently serves in the United States Marine Corps and their 4 children.

Jeanna enjoys traveling, camping, reading, and running. She and Alfonso have traveled to Italy, France, Spain, Mexico, St. Maarten, Canada, and are interested in exploring more destinations in the future. Jeanna has also raced in 5K's, half marathons, marathon, triathlon, and mud runs.