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GM

Gregory J. Montejo

FARTHER
Bakersfield, CA
Some features on this profile are disabled
CRD#: 6548870
GM
Gregory Joseph MontejoFARTHER

Professional summary

Gregory Joseph Montejo, who also goes by Gregory Joseph Montejo, is a registered financial advisor currently at FARTHER located in Bakersfield, California.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Gregory has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Gregory Joseph Montejo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Bridgepoint Tax Services-Partner, Nature of Business: Tax services, Start date: 03/11/2026, Address: 12407 Madelyn Drive Bakersfield, CA , Duties: tax planning, 5 total hours per month; 5 during securities trading hours, Not investment related, 2) Independent Insurance Agent; not investment-related; started 2015; approximately 40 hours per month, 40 hours during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Joseph Montejo's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 21, 2026 - Present

FARTHER

RIA
CRD#: 302050
Bakersfield, CA
Past

April 3, 2024 - September 16, 2026

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
Bakersfield, CA
Past

March 22, 2021 - September 16, 2026

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
IRVINE, CA
Past

November 11, 2016 - March 3, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Long Beach, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MTP PRIVATE WEALTH | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS | C.H. DOUGLAS & GRAY WEALTH MANAGEMENT

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(9/21/2026)

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 4/1/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 1/6/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 6
Status Unavailable
Passed: 11/11/2016
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MTP PRIVATE WEALTH | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS | C.H. DOUGLAS & GRAY WEALTH MANAGEMENT

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)
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Contact information

Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
571

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 (3/30/2026)
FORM ADV PART 2A (3/30/2026)

Regulatory assets under management

Total Number of Accounts44,421
AUM (Assets Under Management)$ 16,010,112,152

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FARTHER

CRD#: 302050Bakersfield, CA

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