Monica S. Cervantes
Investment adviser representative at Pax Financial Group
11 yearsExperience
1 stateRegistered in
$747.1MFirm assets
10 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Pax Financial GroupMay 2021 to now
- Brent Forrest & Associates, L.L.C.Dec 2019 to Apr 2021
- Haynie & Co.Nov 2017 to Dec 2019
- Darilek Butler & AssociatesJul 2017 to Oct 2017
- Dk Partners, PcJan 2017 to May 2017
- University of the Incarnate WordJan 2010 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Pax Financial Group
Legal name: Pax Financial Group, LLC
$747.1MAssets managed
1,350Clients
15Advisers
10 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
- 6430281
- Firm CRD
- 284164