Janet Monger
Janet Monger is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Campbell, CA, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
51 E. Campbell Ave, Suite 101C and 101D, Campbell, CA, 95008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Janet works as a Client Service Associate for Blue Diamond Wealth Management since October 2023, dedicating about 10-20% of her time. She spends a significant amount of time, more than half her time, on this activity during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations13 states
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