Jonathan Monroe (CRD# 6282465) is an Investment Advisor Representative working at New Wave Financial LLC in Collegeville, PA and has over 9 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Viant Technology Inc. | Atlanta, GA | Mar 2022 - Current | 2 |
| New Wave Financial LLC | Collegeville, PA | May 2020 - Current | 4 |
| Amazon | New York, NY | Aug 2021 - Mar 2022 | < 1 |
| The Trade Desk | New York, NY | May 2019 - Aug 2021 | 2 |
| Ursinus College | Collegeville, PA | Sep 2010 - May 2020 | 9 |
| Sei Investments Distribution Co | Oaks, PA | Jul 2018 - May 2019 | < 1 |
| Sei Investments Distribution Co | Oaks, PA | Jul 2016 - Jul 2018 | 2 |
| Sei Investments Management Corp | Oaks, PA | May 2016 - Jun 2016 | < 1 |
| Sei Investments Distribution Co | Oaks, PA | May 2016 - Jun 2016 | < 1 |
| Sei Investments Distribution Company | Oaks, PA | Sep 2014 - May 2016 | 1 |
| Hornor, Townsend & Kent, Inc. | Horsham, PA | Jun 2014 - Sep 2014 | < 1 |
| Penn Mutual Life Insurance Company | Horsham, PA | Jun 2014 - Sep 2014 | < 1 |
| Ursinus College | Collegeville, PA | Sep 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- PA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts5ACCOUNTS
-
Average Account Value$51,006
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
PA
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