James
Monroe
Oregon Pacific Financial Advisors Inc
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About this Advisor
James Monroe is a financial advisor operating in Medford, Oregon, with a total of 3 years of industry experience. Monroe is on the advisory team at Oregon Pacific Financial Advisors Inc. Over the course of their career, they have held roles at Transamerica Financial Advisors, Inc, Bni Global LLC, American Family Life Assurance Company Of Columbus, Transamerica Employee Benefits, Bni Oregon & Sw Washington, Medford Unified School District, Barrett Business Services, United Planners' Financial Services Of America A Limited Partner, James Monroe Independent Insurance, Net Law Group, Inc and Oregon Pacific Financial Advisors. Monroe maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Oregon. Oregon Pacific Financial Advisors Inc is a registered investment business that has its headquarters in Medford, OR. The company has offices in two locations and just five employees. It oversees $121 million in assets among its 769 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 769 accounts, just 7% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically depend on which service is offered. However, fees charged by Oregon Pacific Financial Advisors Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oregon Pacific Financial Advisors Inc Brokerage Details
$120,456,645
5
769
$156,641
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
James Monroe Work History
James has been registered as a financial advisor for 3 years.*
Oregon Pacific Financial Advisors
Medford Unified School District
United Planners' Financial Services Of America A Limited Partner
James Monroe Independent Insurance
Barrett Business Services
Bni Global LLC
American Family Life Assurance Company Of Columbus
Bni Oregon & Sw Washington
Net Law Group, Inc
Transamerica Employee Benefits
Transamerica Financial 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 James Monroe 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 Oregon Pacific Financial Advisors Inc
Medford, OR
Medford, OR
Claremont, CA
Medford, OR
Medford, OR
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.
