JEFF MONSON, CFP®, ChFC®, CLU®
Senior Financial Advisor
Managing Director - Investments
Address:
1 SOUTH MAIN
,
ST. GEORGE
,
UT
84770
Phone: 435-674-8162 | 800-352-4671
Email: Jeff.Monson@wellsfargo.com Compose mail in a new window
Phone: 435-674-8162 | 800-352-4671
Email: Jeff.Monson@wellsfargo.com Compose mail in a new window

My Background
My Associate(s):
Kayla Payne, Registered Client Associate
;
Kylie Aldred, Registered Client Associate

My Experience
- 2007 - Present : Wells Fargo Advisors, Senior Financial Advisor
- 2006 - 2007 : Hartford Life, Advance Estate and Business Planning
- 2000 - 2006 : New York Life, Partner, Utah Office
My Education & Credentials
- BA dual degree, Accounting and Economics. Cum Laude, USU
- Certified Financial Planning Designation, January 23rd, 2008
My Areas of Focus |
My Community Involvement
|

Securities Registered in the following states:
AK, AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MD, MI, MO, MT, NC, NM, NV, NY, OH, OK, OR, SC, TX, UT, VA, WA, WI, WY
Insurance licensed in the following states: CA (Lic. # 0E28902), SD (Lic. # 40335384)
JEFF MONSON: Financial Advisor: Wells Fargo Clearing Services, LLC
Insurance licensed in the following states: CA (Lic. # 0E28902), SD (Lic. # 40335384)
JEFF MONSON: Financial Advisor: Wells Fargo Clearing Services, LLC
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