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JM

Jacob Montano

SCS
Bellevue, WA 98004
Some features on this profile are disabled
CRD#: 7525692
JM

Professional summary

Jacob Montano is a registered financial advisor currently at SCS located in Bellevue, Washington and LPL FINANCIAL LLC located in Bellevue, Washington.

Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Jacob has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Montano'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

May 12, 2026 - Present

SCS

Office #1: 10900 Ne 8th Street 15th Floor - Suite 1550, Bellevue, WA 98004
RIA
CRD#: 310849
Bellevue, WA
Current

April 27, 2026 - Present

LPL FINANCIAL LLC

Office #1: 10900 Ne 8th St.15th Fl #1550, Bellevue, WA 98004
RIA
BD
CRD#: 6413
Bellevue, WA
Past

March 11, 2024 - March 5, 2026

EDWARD JONES

RIA
CRD#: 250
PUYALLUP, WA
Past

March 11, 2024 - March 5, 2026

EDWARD JONES

BD
CRD#: 250
PUYALLUP, WA
Past

September 15, 2022 - March 15, 2024

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
RENTON, WA
Past

August 17, 2022 - March 15, 2024

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
RENTON, WA

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".
SC
SCS
BENSLER, LLC | SOUND CONSULTING SERVICES | SCS

CRD#: 310849 / SEC#: 801-119764

RIA
Registered Investment Advisory firm - (11/9/2020 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Washington
(4/27/2026)
IAR
Washington
(5/12/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/14/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/16/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/4/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

SC
SCS
BENSLER, LLC | SOUND CONSULTING SERVICES | SCS

CRD#: 310849 / SEC#: 801-119764

RIA
Registered Investment Advisory firm - (11/9/2020 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
10900 Ne 8th Street 15th Floor - Suite 1550, Bellevue, WA 98004
Mailing Address
Phone number
(425) 452-1222
Established
Firm type
Fiscal year end
# of Employees
41

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SCS ADV PART 2A (3/25/2025)
SCS WRAP BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts3,472
AUM (Assets Under Management)$ 1,637,626,061

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

SCS

CRD#: 310849Bellevue, WA 98004

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