Jonathon
Monsour
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Jonathon Monsour is a financial advisor who works in Newnan, Georgia who has 6 years of industry experience. Monsour is an employee of United Planners' Financial Services Of America A Limited Partner. Monsour has gained experience at The Financial Planning Group, Jon Monsour Dba M&M Property Group, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Jonathon Monsour Independent Insurance (Fpg), United Planners Financial Services Of America and Easton Elite Speed Fastpitch. Monsour has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Georgia. United Planners' Financial Services Of America A Limited Partner is a financial advisory company operating out of Scottsdale, AZ. It has offices in 209 locations and a total of 567 financial advisors. It administers $6 billion in assets among its 50,361 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 83 charitable organizations. Of its 50,361 client accounts, just 10% are held by high-net-worth clients who have greater than $1 million in investable assets. United Planners' Financial Services Of America A Limited Partner performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on which services are provided. However, fee types billed by United Planners' Financial Services Of America A Limited Partner may include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$6,085,656,351
567
50,361
$120,841
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jonathon Monsour Work History
Jonathon has been registered as a financial advisor for 6 years.*
United Planners Financial Services Of America
Easton Elite Speed Fastpitch
The Financial Planning Group
Jonathon Monsour Independent Insurance (Fpg)
The Financial Planning Group
Jon Monsour Dba M&M Property Group
Jon Monsour Dba M&M Property Group
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathon Monsour to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at United Planners' Financial Services Of America A Limited Partner
Cypress, CA
Scottsdale, AZ
Scottsdale, AZ
Ferndale, WA
Scottsdale, AZ
Sumner, IA
Minnetonka, MN
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
