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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

TitleManaging Member/Investment Advisor Representative/Chief Compliance Officer
Ownership50-75%
Control personYes
Since2025
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