Monica WagnerCRD Number: 4462335
Current Firm: Edward Jones
Monica Wagner (CRD# 4462335) is an Investment Advisor Representative working at Edward Jones in Monroe, MI and has over 15 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Raymond James Financial Services Advisors, Inc.
|Edward Jones||St Louis, MO||May 2010 - Current||7|
|Unemployment-state Of Ohio||Toledo, OH||Feb 2010 - May 2010||< 1|
|Citifinancial||Toledo, OH||Jan 2008 - Feb 2010||2|
|Unemployment-state Of Michigan||Monroe, MI||Apr 2007 - Jan 2008||< 1|
|Links At Lake Erie||Monroe, MI||Jun 2002 - Sep 2007||5|
|Cit Group||Bloomfield Hills, MI||Aug 2005 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2001|
|S66||NASAA Uniform Combined State Law Examination||Jun 2010|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV