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Jonah Patrick Monson

Avantax Investment Services, Inc.

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About Jonah Patrick Monson

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.

Firm Information

Jonah Monson is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

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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Jonah Monson’s Registration & Firm History

MS

01/17/2022 - Present

Avantax Investment Services, Inc. (GULFPORT MS)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonah Patrick Monson.
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