Jonathan McMonigal, financial advisor Wexford PA

Jonathan McMonigal

CRD Number: 7062239
Current Firm: Robert W. Baird & Company Incorporated

Jonathan McMonigal (CRD# 7062239) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wexford, PA and has over 3 years of experience in the finance industry. Jonathan McMonigal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
James Greno, financial advisor Wexford PA
James R. Greno
CRD# 3221992
Cetera Advisor Networks LLC
Similar Advisors
C. Ellis, financial advisor Wexford PA
C. S. Ellis
CRD# 1549189
Centauri Advisory Group, Inc.
Similar Advisors
Patrick Aaron, financial advisor Wexford PA
Patrick E. Aaron
CRD# 5335512
Avantax Advisory Services
Professional Designations
Company Name Location Dates Years
Robert W. Baird & Company Incorporated Wexford, PA Oct 2022 - Current < 1
Hefren Tillotson Wexford, PA Jan 2019 - Current 3
The Pennsylvania State University University Park, PA Jun 2014 - Dec 2018 4
Hefren Tillotson Wexford, PA May 2018 - Aug 2018 < 1
Hefren Tillotson Wexford, PA Dec 2017 - Jan 2018 < 1
Panera Bread Mccandless, PA Dec 2016 - Aug 2017 < 1
Panera Bread State College, PA Aug 2016 - Dec 2016 < 1
Pollock Commons University Park, PA May 2016 - Aug 2016 < 1
Unimart State College, PA Feb 2015 - May 2016 1
Shannopin Country Club Pittsburgh, PA Apr 2012 - Jun 2014 2
Pine-richland High School Gibsonia, PA Aug 2010 - Jun 2014 3
Panera Bread Wexford, PA Jun 2011 - Apr 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Jonathan M. McMonigal
Phone Number: 414-765-3500
Registered State(s):
  • MI
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    275,840
    MILLIONS
  • Total Number of Accounts
    272,742
    ACCOUNTS
  • Average Account Value
    $1,011,359
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.