John Montgomery is a registered investment advisor, based in Houaton, TX, with 31 years of industry experience.
Location
20 Greenway Plaza, Suite 450, Houaton, TX, 77046
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2004Final
Other Business Activities
John is a board member of Bridgeway Emerging Markets Small Cap Fund (Cayman), Ltd., dedicating minimal time. He is also a trustee for The Bridgeway Special Purpose Trust and board chair/director for Resolve, a non-governmental organization, spending minimal time on each.
Employment History
Current Registrations
Foreside Fund Services, LLC
February 2026 - Present · 2 mos
Foreside Fund Services, LLCBroker
February 2026 - Present · 2 mos
Bridgeway Capital Management, LLC
December 1997 - Present · 28 yrs 4 mos
Previous Registrations
Foreside Fund Services, LLCBroker
March 2004 - July 2010 · 6 yrs 4 mos
Bridgeway Capital Management, INC.Broker
July 1994 - November 1998 · 4 yrs 4 mos
State Registrations44 states
ALARAZCACOCTDCDEFLGAIDILINKSKYLAMAMEMIMNMOMTNCNDNENHNJNMNVOHOKORPARISCSDTNTXUTVTWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.