linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeff Jay Monson

Patriot Investment Management Group Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeff? Claim Your Profile

About Jeff Jay Monson

Jeff Jay Monson is a financial advisor with Patriot Investment Management Group Inc., based in Knoxville, TN. Jeff has been in the industry since 2009 and holds a Series 7 and Series 66 license. He is also a Certified Financial Planner. Jeff has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. His specializations include retirement planning, college planning, and estate planning. Jeff is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Jeff Monson is currently registered with Patriot Investment Management Group Inc.. Patriot Investment Management Group Inc. is a Knoxville, TN-based registered investment advisor with over 18 investment adviser representatives. The firm manages over $1.5 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm provides a range of services, including financial planning, portfolio management, and selection of other advisors.
Patriot Investment Management Group Inc.

9721 COGDILL ROAD

KNOXVILLE, TN 37932

$1.53B

Assets Under Management

5

Total Clients

18

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Referral fees (solicitor for other investment adviser)

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeff Monson’s Registration & Firm History

TN

05/10/2011 - Present

Patriot Investment Management Group Inc. (KNOXVILLE TN)

TN

07/23/2009 - 08/03/2010

MML INVESTORS SERVICES, INC. (SEVIERVILLE TN)

Not sure if Jeff Jay Monson is right for you?

Licenses & Designations

BOTH

Issued 09/28/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/22/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeff Jay Monson.
Not sure if Jeff Jay Monson is right for you?