Jamison Monroe, financial advisor Houston TX
68 score

Jamison Monroe

CRD Number: 1262909
Current Firm: Monroe Vos Consulting Group, Inc.

Jamison Monroe (CRD# 1262909) is an Investment Advisor Representative working at Monroe Vos Consulting Group, Inc. in Houston, TX and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
The Monroe Vos Consulting Group, Inc. Houston, TX Aug 2004 - Current 12
Mv Securities Group, Inc. Houston, TX Jul 1996 - Current 20
Insperity, Inc. (formerly Administaff) Houston, TX Dec 1994 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S65 NASAA Investment Advisors Law Examination Aug 1991
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jamison Monroe
Phone Number: 713-227-0100
Registered State(s):
  • AL
  • TX
  • AR
  • LA
  • OK
By the Numbers
  • Total Assets Under Management
    4,971
    MILLIONS
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $57,138,692
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, LA, OK, TX

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BADGES
68

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