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John David Monroe

Sanctuary Advisors, LLC

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About John David Monroe

John Monroe has been in the financial services industry since November 1991. John Monroe has a series of registrations and licenses, including Series 7, Series 63, Series 65, and Series 24. John Monroe's current employment is with Sanctuary Advisors, LLC. John Monroe was previously employed with RAYMOND JAMES FINANCIAL SERVICES, INC. and several other firms. John Monroe specializes in providing financial planning, educational seminars, portfolio management for businesses and individuals, and selection of other advisors. John Monroe is also the owner of Monroe Financial Group LLC, a financial advisory services firm. John Monroe is a registered investment advisor in South Carolina and Texas.

Firm Information

John Monroe is currently registered with Sanctuary Advisors, LLC. Sanctuary Advisors, LLC is an Indianapolis, Indiana-based wealth management firm with over $22 billion in regulatory assets under management. The firm serves individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. The firm also participates in wrap fee programs.
Sanctuary Advisors, LLC

3815 RIVER CROSSING PKWY

INDIANAPOLIS, IN 46240

$22.02B

Assets Under Management

Not reported

Total Clients

300

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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John Monroe’s Registration & Firm History

SC

01/06/2023 - Present

Sanctuary Advisors, LLC (COLUMBIA SC)

SC

01/12/2012 - 05/24/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (COLUMBIA SC)

GA

07/14/2006 - 01/13/2012

MORGAN KEEGAN & COMPANY, INC. (AUGUSTA GA)

SC

09/28/2000 - 07/19/2006

FIRST ALLIED SECURITIES, INC. (LEXINGTON SC)

CO

07/29/1997 - 10/24/2000

D.E. FREY & COMPANY, INC. (DENVER CO)

MO

11/14/1995 - 02/27/1997

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

06/04/1991 - 11/14/1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/31/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/19/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/08/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for John David Monroe. Review regulatory record here.
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