Mark Jay Monson
Managing Member/Investment Advisor Representative/Chief Compliance OfficerMonson Wealth Management LLCCRD 4885702
About Mark Jay Monson
Mark Jay Monson is listed as Managing Member/Investment Advisor Representative/Chief Compliance Officer at Monson Wealth Management LLC. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Monson Wealth Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Mark Jay Monson work?
Mark Jay Monson is listed as Managing Member/Investment Advisor Representative/Chief Compliance Officer at Monson Wealth Management LLC on SEC Form ADV.
How much of Monson Wealth Management LLC does Mark Jay Monson own?
Form ADV reports a beneficial ownership band of 50-75%.
Monson Wealth Management LLC
| Title | Managing Member/Investment Advisor Representative/Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2025 |