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Jason Gregory Monk

Sentry Equity Services, Inc.

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About Jason Gregory Monk

Jason Gregory Monk is a financial advisor currently registered with Sentry Equity Services, Inc. in Stevens Point, Wisconsin. Jason holds the Series 63, Series 6TO, and SIE licenses. Jason has been in the financial services industry since October 1, 2023. Jason is currently registered in Connecticut.

Firm Information

Jason Monk is currently registered with Sentry Equity Services, Inc.. Sentry Equity Services, Inc. is a corporation formed in May 1969, registered in all 50 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jason Monk’s Registration & Firm History

WI

10/02/2023 - Present

Sentry Equity Services, Inc. (STEVENS POINT WI)

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Licenses & Designations

BC

Issued 10/24/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/18/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Gregory Monk.
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