Jeffrey Lane Monsour
Investment adviser representative at Lees Monsour Group
12 yearsExperience
2 statesRegistered in
$681.2MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Lees Monsour GroupMar 2022 to now
- Lmg Wealth Partners, LLCMar 2022 to now
- Stephens Inc.Feb 2014 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Lees Monsour Group
Legal name: Lmg Wealth Partners, LLC
$681.2MAssets managed
361Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2483811
- Firm CRD
- 318023