John
Monahan

E*Trade Capital Management, LLC

CRD#6746763
Investment Advisor
in Jersey City, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Monahan is a financial advisor operating in Jersey City, New Jersey with a total of 1 year of relevant experience. Monahan works at E*Trade Capital Management, LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Nonno'S Pizzeria, Shivers Ice Cream, Brookdale Community College, Rutgers University, Northwestern Mutual Financial Services, E*Trade Securities LLC, E*Trade Capital Management LLC and Morgan Stanley Smith Barney LLC. Monahan holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey. E*Trade Capital Management, LLC is an advisory company that has its headquarters in Arlington, VA. It handles $7 billion in assets across its 90,806 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 15 charities and foundations. Of its 90,806 client accounts, just 1% belong to high-net-worth clients who have greater than $1 million in investable assets. The business provides a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically are based on which services are provided. However, fee types billed by E*Trade Capital Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Harborside 2 200 Hudson Street, Suite 501
Jersey City, NJ 07311

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

E*Trade Capital Management, LLC Brokerage Details

Total Assets Under Management

$7,406,529,807

NJ Average: $1,835,309,194
Total Number of Accounts

90,806

NJ Average: 1,458
Average Account Size

$81,564

NJ Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

John Monahan Work History

John has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

E*Trade Securities LLC

2022 - Present (2 years)

E*Trade Capital Management LLC

2022 - Present (2 years)

Morgan Stanley Smith Barney LLC

2019 - 2022 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2018 (1 year)

Northwestern Mutual Financial Services

2016 - 2018 (2 years)

Rutgers University

2014 - 2016 (2 years)

Brookdale Community College

2013 - 2019 (6 years)

Nonno'S Pizzeria

2011 - 2014 (3 years)

Shivers Ice Cream

*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 John Monahan 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 E*Trade Capital Management, LLC

Sherman Daal
Arlington, VA
Danica Rumney
Alpharetta, GA
Richard Gunderud
Arlington, VA
Richard Capurso
Arlington, VA
Kevin Carson
Arlington, VA
Joseph Serbinski
Arlington, VA
David Archibald
Sandy, UT
Justin Ghiglieri
Arlington, VA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started