Jeff J. Monson

PATRIOT INVESTMENT MANAGEMENT GROUP

KNOXVILLE, TN 37932

Some features on this profile are disabled

CRD#: 5665188

Professional summary

Jeff Jay Monson, CFP® is a registered financial advisor currently at PATRIOT INVESTMENT MANAGEMENT GROUP INC located in Knoxville, Tennessee.

Jeff is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jeff has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME: GCS PARTNERSHIP INV/REL:NO ADDR: 406 N IRISH ST GREENEVILLE, TN 37745 NATURE: REAL ESTATE; MANAGING PARTNER START:1988 HRS/MO: 8 HRS/TRAD:8 DUTIES: REAL ESTATE MANAGEMENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff Jay Monson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

May 10, 2011 - Present

PATRIOT INVESTMENT MANAGEMENT GROUP INC

Office #1: 9721 Cogdill Drive Suite 101, Knoxville, TN 37932

RIA

CRD#: 112155

KNOXVILLE, TN

Past

February 1, 2010 - August 3, 2010

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

SEVIERVILLE, TN

Past

July 23, 2009 - August 3, 2010

MML INVESTORS SERVICES, LLC

CRD#: 10409

SEVIERVILLE, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PATRIOT INVESTMENT MANAGEMENT GROUP INC

CRD#: 112155 / SEC#: 801-55500

RIA

Registered Investment Advisory firm - (5/20/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(5/10/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/28/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/22/2009

General Securities Representative Examination

Current Firm

PATRIOT INVESTMENT MANAGEMENT GROUP INC

CRD#: 112155 / SEC#: 801-55500

RIA

Registered Investment Advisory firm - (5/20/1998 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

9721 Cogdill Road Suite 101, Knoxville, TN 37932

Mailing Address

Phone number

(865) 777-2479

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PATRIOT INVESTMENT MANAGEMENT GROUP INC ADV BROCHURE (2/24/2025)

Regulatory assets under management

Total Number of Accounts	4,182
AUM (Assets Under Management)	$ 1,686,856,719

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Lester Kefauver

FLAGSHIP HARBOR ADVISORS, LLC

IAR

Maryville, TN

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeff J. Monson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff Jay Monson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PATRIOT INVESTMENT MANAGEMENT GROUP INC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

PATRIOT INVESTMENT MANAGEMENT GROUP INC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/28/2009

Series 7

Date: 7/22/2009

Current Firm

PATRIOT INVESTMENT MANAGEMENT GROUP INC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PATRIOT INVESTMENT MANAGEMENT GROUP INC

TRUST BUT VERIFY

Similar Advisors