Speaker Details

speaker photo

Jeff Montgomery

Chairman and Chief Executive Officer

Al Frank Asset Management (AFAM) / Innealta Capital


Jeff Montgomery, chairman and CEO, is responsible for Al Frank Asset Management's (AFAM) strategy, operations, and sales. Prior to joining the firm in 2008, he most recently served as president and CEO of NFP Securities, Inc., and CEO of NFP Benefits. Mr. Montgomery's earlier positions included COO and president and CEO of Washington Square Securities, general counsel of PrimeVest Mortgage, Inc., and president of PrimeVest Mortgage, Inc. He is also an experienced financial planner, entrepreneur, corporate attorney, and litigator. Mr. Montgomery earned a BA in finance and graduated with honors from the University of St. Thomas in St. Paul, Minnesota, and a law degree from the University of Oregon.