Jonathan McMonigalCRD 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.
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|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|
Total Assets Under Management275,840MILLIONS
Total Number of Accounts272,742ACCOUNTS
Average Account Value$1,011,359
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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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