Jon P. Lamonge
Professional summary
Jon Patrick Lamonge, who also goes by Jon P Lamonge, is a registered financial advisor currently at LAMONGE CAPITAL MANAGEMENT, LLC located in Naples, Florida.
Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jon has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jon Patrick Lamonge's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 3, 2010 - Present
LAMONGE CAPITAL MANAGEMENT, LLC
November 7, 2008 - October 5, 2009
QUEST CAPITAL STRATEGIES, INC.
March 15, 2005 - November 9, 2006
QUEST CAPITAL STRATEGIES, INC.
July 21, 1999 - October 7, 2004
CHARLES SCHWAB & CO., INC.
July 19, 1999 - October 7, 2004
CHARLES SCHWAB & CO., INC.
May 14, 1999 - June 2, 1999
KEYBANC CAPITAL MARKETS INC.
June 12, 1998 - May 14, 1999
KEY INVESTMENTS INC.
July 28, 1995 - July 7, 1997
CITIGROUP GLOBAL MARKETS INC.
September 16, 1994 - May 19, 1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/3/2010)
Exams
Current Firm
LAMONGE CAPITAL MANAGEMENT, LLC
CRD#: 151845 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 54 |
| AUM (Assets Under Management) | $ 7,500,000 |
Red Flags
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