Joshua Logan Monroe
Investment adviser representative at Corient
12 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$165.3BFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
12 years in the industry.
- Corient Services LLCJul 2023 to now
- CorientOct 2022 to now
- Cipw Service Company, LLCJan 2023 to Jul 2023
- Ci Brightworth Private WealthJan 2019 to Mar 2023
- Dwaan BlackFeb 2014 to Dec 2018
- Northwestern Mutual Investment Services, LLCMar 2011 to Dec 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
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
- 5814663
- Firm CRD
- 319448