James Monroe (CRD# 5882437) is an Investment Advisor Representative working at Oregon Pacific Financial Advisors Inc. in Medford, OR and has over 13 years of experience in the finance industry.
CRD# 2762853
Cutler Investment Group
CRD# 4913338
Edward Jones
CRD# 5798731
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oregon Pacific Financial Advisors | Medford, OR | Sep 2020 - Current | 3 |
| Medford Unified School District | Medford, OR | Mar 2019 - Current | 5 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Mar 2019 - Current | 5 |
| James Monroe Independent Insurance | Medford, OR | Mar 2019 - Current | 5 |
| Barrett Business Services | Medford, OR | Dec 2018 - Current | 5 |
| American Family Life Assurance Company Of Columbus | Columbus, GA | Aug 2017 - Current | 6 |
| Bni Global LLC | Portland, OR | May 2017 - Current | 6 |
| Bni Global | Portland, OR | Sep 2023 - Oct 2023 | < 1 |
| Bni Oregon & Sw Washington | Portland, OR | Mar 2019 - Jun 2022 | 3 |
| Net Law Group, Inc. | Louisville, KY | Jun 2019 - Sep 2021 | 2 |
| Transamerica Employee Benefits | Little Rock, AR | Nov 2017 - Mar 2019 | 1 |
| Transamerica Financial Advisors, Inc. | Eugene, OR | Jan 2012 - Mar 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2011 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- CA
- OR
-
Total Assets Under Management157MILLIONS
-
Total Number of Accounts615ACCOUNTS
-
Average Account Value$255,420
- A percentage of assets under your management
- Hourly charges
- 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)
CA, OR, WA
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