Jonathon Glen Monsour
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
22 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$12.8BFirm assets
Are you Jonathon Glen Monsour? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- United Planners' Financial Services of America A Limited PartnerFeb 2017 to now
- United Planners Financial Services of AmericaJan 2017 to now
- Jonathon MonsourJan 2009 to now
- The Financial Planning GroupJan 2009 to now
- Jon Monsour dba M&m Property GroupFeb 2004 to now
- Easton Elite Speed FastpitchJan 2012 to Sep 2024
- Cambridge Investment Research Advisors, IncFeb 2009 to Dec 2017
- Cambridge Investment Research, IncFeb 2009 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 3 states (GA, LA, TX).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 2753660
- Firm CRD
- 20804