Mark Donathan Monson
Investment Adviser Representative at JFG Family Office
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mark Donathan Monson is an investment adviser representative with JFG Family Office in Denver, CO, where they have been registered since 2023. They have worked in the securities industry since 2023 and were previously registered with JFG Wealth Management, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Colorado.
Office
Advisors at this office: 30
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado
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.
- Johnson Financial Group LLCMay 2021 – Feb 2023Denver, CO
- BNP Paribas Securities ServicesApr 2018 – May 2021Denver, CO
- Janus Henderson InvestorsMay 2017 – Apr 2018Denver, CO
- UnemployedOct 2016 – May 2017Centennial, CO
- JFG Wealth Management, LLCMay 2021 – Feb 2023Denver, CO
- Johnson Financial Group LLCFeb 2023 – Aug 2024Denver, CO
- JFG Wealth Management LLCFeb 2023 – Aug 2024Denver, CO
- Johnson Financial Group LLCAug 2024 – Jan 2026Denver, CO
- JFG Wealth Management LLCAug 2024 – Dec 2025Denver, CO
- Johnson Financial Group LLC DBA JFG Family OfficeJan 2026 – no end date reportedDenver, CO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About JFG Family Office
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
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
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 36
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Denver, CO
- SEC file number:
- 801-79223
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 4, 2026
View full firm profileOther advisors at JFG Family Office
Showing 12 of 36 in the directory
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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. Mark Donathan Monson 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.
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