Unclaimed
Jonah Patrick Monson is a financial advisor associated with Avantax Investment Services, Inc. Jonah has been in the financial industry since January 16, 2022. Jonah holds Series 7, Series 63 and SIE licenses. Jonah is registered with the state of Mississippi, and Texas. Jonah's firm is headquartered in GULFPORT, MS.
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.
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.
1
2
MS
01/17/2022 - Present
Avantax Investment Services, Inc. (GULFPORT MS)
BC
Issued 02/09/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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