Jason Montgomery

Jason Montgomery has a diverse work experience. Jason currently serves as the Chief Financial Officer at Barrett Financial Group LLC since May 2021. Jason'sresponsibilities in this role include representing the company professionally, reviewing and preparing mortgage disclosures, ensuring compliance with regulatory requirements, and communicating with loan officers.

Prior to this, Jason worked at Barrett Financial Group LLC as part of the Disclosure team from January 2021 to May 2021. In this role, they reviewed loans, prepared mortgage disclosures, ensured accuracy and compliance with regulations, and communicated with loan officers.

Before joining Barrett Financial Group LLC, Jason briefly held the position of Chief Executive Officer at Bonga Beads from September 2019 to December 2019.

Jason also has experience working at Brigham Young University - Idaho, where they served in the role of Degree and Graduation Audit from April 2018 to December 2019.

Overall, Jason Montgomery has a strong background in financial management and customer service, with specific expertise in mortgage disclosures and compliance.

Jason Montgomery attended Brigham Young University - Idaho from 2017 to 2019, where they obtained an Associate of Science degree in Business Management. During their time there, they also pursued a Certificate in Administrative Assistant from 2018 to 2020. Jason continued their education at the same institution and graduated in 2021 with a Bachelor of Science degree in Business Finance.