Edward Jones - Jonathan Montes, CFP

About Us

Our goal is to serve our clients, their loved ones, and their businesses in a warm and approachable manner. I believe your "why" matters, and as such, provide financial advice and service only after devoting time to understanding the details of what is most important to our clients and why.

Transparency and wise stewardship of our client’s time and assets are of paramount importance. I enjoy building relationships with our clients through educational, street-level conversations that are steady and consistent; ensuring we pay attention to details in order to serve our clientele with excellence and help them achieve their financial goals.

I am a husband, father, Citadel graduate and Navy veteran. Having resided in Anacortes since 2010, I enjoy spending my free time reading, being active around town with my family, talking aviation, and playing pick-up basketball.

Please stop by our office or give Angey and I a call to get started on seeing how we might best serve you in 2025 and beyond.