Jonathon Monsour
CRD Number: 2753660Current Firm: United Planners' Financial Services Of America A Limited Partner
Jonathon Monsour (CRD# 2753660) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Newnan, GA and has over 27 years of experience in the finance industry.
CRD# 4194526
Synovus Securities, Inc.
CRD# 4148297
Edward Jones
CRD# 6319317
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
United Planners Financial Services Of America | Scottsdale, AZ | Jan 2017 - Current | 7 |
Easton Elite Speed Fastpitch | Carrollton, GA | Jan 2012 - Current | 12 |
Jonathon Monsour Independent Insurance (fpg) | Newnan, GA | Jan 2009 - Current | 15 |
The Financial Planning Group | Newnan, GA | Jan 2009 - Current | 15 |
The Financial Planning Group | Newnan, GA | Jan 2009 - Current | 15 |
Jon Monsour Dba M&m Property Group | Carrollton, GA | Feb 2004 - Current | 20 |
Jon Monsour Dba M&m Property Group | Carrollton, GA | Feb 2004 - Current | 20 |
Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2009 - Dec 2017 | 8 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2009 - Dec 2017 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1996 |
S65 | NASAA Investment Advisors Law Examination | Nov 2008 |
- GA
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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