Jon Munson, financial advisor Scottsdale AZ

Jon Munson

CRD Number: 6396313
Current Firm: Montlake Financial Services, LLC

Jon Munson (CRD# 6396313) is an Investment Advisor Representative working at Montlake Financial Services, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Montlake Financial Services, LLC Phoenix, AZ Aug 2014 - Current 9
Jon A. Munson, Cpa Phoenix, AZ Oct 2013 - Current 10
Stardust Foundation, Inc. Scottsdale, AZ Mar 2005 - Current 19
Stardust Companies Scottsdale, AZ Nov 2002 - Sep 2016 13

Jon Munson has no recent exams reported.
Contact Info for Jon A. Munson
Phone Number: 480-305-2072
Registered State(s):
  • AZ
  • TX
Current Firm Details
Montlake Financial Services, LLC
Firm's CRD Number: 173147
By the Numbers
  • Total Assets Under Management
    80
    MILLIONS
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $917,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AZ, TX

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