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Mitchell John Monson

Lifepro Asset Management

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About Mitchell John Monson

Mitchell Monson is a financial advisor with Lifepro Asset Management, a company with offices in San Diego, CA and Phoenix, AZ. He has been in the financial services industry since 2002. Mitchell holds Series 7, 63 and 65 licenses. He is registered as an Investment Advisor Representative in Arizona and California. Mitchell has experience working with individuals, high-net-worth individuals, and charitable organizations. He provides financial planning, portfolio management for individuals and businesses, and selection of other advisers. He is a partner/owner of Monson Capital College Planning, LLC, a company that provides insurance sales and financial consulting.

Firm Information

Mitchell Monson is currently registered with Lifepro Asset Management. Lifepro Asset Management is a financial advisor based in SAN DIEGO, CA. They provide a variety of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage over $311 million in assets for individuals, high-net-worth individuals, and charitable organizations.
Lifepro Asset Management

11512 EL CAMINO REAL

SAN DIEGO, CA 92130

$311.33M

Assets Under Management

78

Total Clients

41

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mitchell Monson’s Registration & Firm History

CA

10/15/2020 - Present

Lifepro Asset Management (SAN DIEGO CA)

NY

08/02/2004 - 06/29/2005

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

IL

06/12/2003 - 08/02/2004

BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)

NY

05/24/2002 - 05/21/2003

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/23/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/10/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/22/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mitchell John Monson.
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