JM
JM

Jeffrey Alan Monfette

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
4,821 clients
Average Client Portfolio
$269K average
Assets Under Management
$1.3B

Fee Structure

Minimum Annual Fee:$90
Loading...

Location

51 Pullman Street, Worcester, MA, 01606

Get directions

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.

Learn about disclosures →
Other Business Activities

Jeffrey is a Retirement Specialist at The Visper Group, LLC, focusing on retirement and estate planning, dedicating full-time hours. He also works as an attorney at Sharry & Monfette, LLP, spending about 10-20% of his time there.

Employment History
Current Registrations
Consolidated Portfolio Review CORP
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
The Patriot Financial Group, LLC
March 2019 - August 2022 · 3 yrs 5 mos
State Registrations2 states
MARI
Advisor
Exams
No exam information available for this advisor.
Jeffrey Alan Monfette - Financial Advisor | TrueAdvisor