Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Glen Monsour is a financial advisor with over 20 years of experience in the industry. Jonathon is currently registered with United Planners' Financial Services of America A Limited Partner. Previously, Jonathon worked with Cambridge Investment Research, Inc. and PFS Investments Inc. Jonathon has a variety of licenses and certifications, including Series 6, 7, 24, 26, 63, and 65. Jonathon is a Certified Financial Planner. In addition to his work as a financial advisor, Jonathon is also involved in several other business ventures. Jonathon offers a variety of financial services, including financial planning, pension consulting, and portfolio management.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
02/02/2017 - Present
United Planners' Financial Services OF America A Limited Partner (Newnan GA)
GA
02/23/2009 - 12/31/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (NEWNAN GA)
GA
08/05/1996 - 02/24/2009
PFS INVESTMENTS INC. (NEWNAN GA)
IA
Issued 11/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2011
Series 24 - General Securities Principal Examination
BC
Issued 09/05/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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