Jonathon Glen Monsour
Investment Adviser Representative at United Planners' Financial Services OF America A Limited Partner
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathon Glen Monsour is an investment adviser representative with United Planners' Financial Services of America A Limited Partner in Newnan, GA, where they have been registered since 2017. They have worked in the securities industry since 1996 and were previously registered with Cambridge Investment Research Advisors, Inc. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Georgia, Louisiana, and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia, Louisiana, Texas
- Broker:
7 states and territories
Alabama, Colorado, Florida, Georgia, Louisiana, Nevada, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cambridge Investment Research, IncFeb 2009 – Dec 2017Fairfield, IA
- Cambridge Investment Research Advisors, IncFeb 2009 – Dec 2017Fairfield, IA
- Jonathon MonsourJan 2009 – no end date reportedNewnan, GA
- THE Financial Planning GroupJan 2009 – no end date reportedNewnan, GA
- JON Monsour DBA M&m Property GroupFeb 2004 – no end date reportedCarrollton, GA
- United Planners Financial Services OF AmericaJan 2017 – no end date reportedScottsdale, AZ
- Easton Elite Speed FastpitchJan 2012 – Sep 2024Carrollton, GA
- Jon Monsour DBA M&M Property GroupFeb 2004 – no end date reportedCarrollton, GA
- The Financial Planning GroupJan 2009 – no end date reportedNewnan, GA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About United Planners' Financial Services OF America A Limited Partner
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Firm account minimum
- $10,000 (waivable)
- Program Fee Tier 10.19%
- Program Fee Tier 20.05%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 362
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Scottsdale, AZ
- SEC file number:
- 801-57198
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 18, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathon Glen Monsour has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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