James Cleveland Monroe
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
11 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Oregon Pacific Financial AdvisorsSep 2020 to now
- United Planners' Financial Services of America a Limited PartnerMar 2019 to now
- James Monroe Independent InsuranceMar 2019 to now
- Medford Unified School DistrictMar 2019 to now
- Barrett Business ServicesDec 2018 to now
- American Family Life Assurance Company of ColumbusAug 2017 to now
- Net Law Group, IncJun 2019 to Sep 2021
- Bni Oregon & Sw WashingtonMar 2019 to Jun 2022
- Transamerica Employee BenefitsNov 2017 to Mar 2019
- Bni Global LLCMay 2017 to Jul 2025
- Transamerica Financial Advisors, IncJan 2012 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 5882437
- Firm CRD
- 20804