John Monroe, financial advisor Williamsburg VA

John Monroe

CRD Number: 2003487
Current Firm: Monroe Capital Partners, LLC

John Monroe (CRD# 2003487) is an Investment Advisor Representative working at Monroe Capital Partners, LLC in Williamsburg, VA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Capes Capital Management, Inc. Norfolk, VA Sep 2013 - Current 8
Monroe Capital Partners, LLC Williamsburg, VA Jun 2013 - Current 9
#ia Chesapeake Financial Group, Inc. Williamsburg, VA Sep 1998 - May 2013 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1989
S65 NASAA Investment Advisors Law Examination Jan 1990
Contact Info for John M. Monroe
Phone Number: 757-220-1022
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    77
    MILLIONS
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $919,502
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

VA

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