JM
JM

Jeannette Michelle Monroe

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
2,803 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$4.3B

Fee Structure

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Location

5070 Highway A1A, Suite 250, Vero Beach, FL, 32963

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jeannette is a supervision manager for Rehmann Financial, overseeing advisory activity for investment advisor representatives, dedicating full-time hours. She is also an agent for Rehmann Insurance Group, focusing on supervision and best practices of the insurance business, dedicating a few hours per week. Additionally, she is a supervision manager for Rehmann Financial Network, LLC, dedicating a few hours per week.

Employment History
Current Registrations
Rehmann Financial Network, LLCBroker
January 2017 - Present · 9 yrs 1 mo
Rehmann Wealth
August 2011 - Present · 14 yrs 6 mos
Previous Registrations
Royal Alliance Associates, INC.Broker
March 2010 - December 2017 · 7 yrs 9 mos
Oppenheimer & CO. INC.
April 2009 - December 2009 · 8 mos
Oppenheimer & CO. INC.Broker
March 2009 - December 2009 · 9 mos
Stanford Group Company
January 2008 - March 2009 · 1 yr 2 mos
Stanford Group CompanyBroker
January 2008 - March 2009 · 1 yr 2 mos
Morgan Stanley & CO., Incorporated
April 2007 - January 2008 · 9 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - January 2008 · 9 mos
Morgan Stanley
February 2007 - April 2007 · 2 mos
Morgan Stanley Dw INC.Broker
February 2007 - April 2007 · 2 mos
Banc of America Investment Services, INC.
May 2004 - February 2007 · 2 yrs 9 mos
Banc of America Investment Services, INC.Broker
April 2004 - February 2007 · 2 yrs 10 mos
Geek Securities, INC.Broker
October 2002 - April 2004 · 1 yr 6 mos
State Registrations27 states
ALAZCACOFLGAIAILINKYMAMEMIMNMSNCNHNVNYOHORPATNTXUTVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.