Gregory Monson, financial advisor Sheboygan WI

Gregory Monson

CRD Number: 1595996
Current Firm: Edward Jones

Gregory Monson (CRD# 1595996) is an Investment Advisor Representative working at Edward Jones in Sheboygan, WI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Edward D. Jones & Company, LP Sheboygan, WI Jul 1993 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gregory V. Monson
Phone Number: 314-515-2000
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • 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

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, WY

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