Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jotham? Claim Your ProfileJotham Zachary Monsma is an investment advisor representative at Exchange Capital Management Inc. Jotham has been in the industry since 1999. Jotham holds a Series 7, Series 24 and Series 63 licenses. Jotham specializes in portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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MI
03/18/2024 - Present
Exchange Capital Management Inc. (ANN ARBOR MI)
NY
07/17/2008 - 05/28/2013
UBS SECURITIES LLC (NEW YORK NY)
NY
11/09/2004 - 06/12/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
10/07/1999 - 10/19/2004
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 03/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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