Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Donathan Monson is an investment advisor representative at Johnson Financial Group LLC and JFG Wealth Management, LLC. Mark Monson is registered with the state of Colorado. Mark has been in the financial services industry since 2016. Mark has worked for BNP Paribas Securities Services, Janus Henderson Investors, and Ernst & Young. Mark specializes in family office services, financial planning, selection of other advisors, and portfolio management for businesses and individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
A percentage of the total value of assets under management is charged.
1
2
CO
01/26/2023 - Present
Johnson Financial Group LLC (DENVER CO)
IA
Issued 01/26/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Mark Monson is the right advisor for you? Invested Better is here to help.
