Learn More About

Markets Perspective

FINRA's BrokerCheck

Obtain more information about our firm and financial professionals

JEFF MONSON, CFP®, ChFC®, CLU®

Senior Financial Advisor

Senior Vice President - Investments

Address: 1 SOUTH MAIN , ST. GEORGE , UT 84770
Phone: 435-674-8162 | 800-352-4671

Tailored Financial Strategies. Personal Service.

My Associate(s): Kayla Payne, 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

Boy Scouts of America Volunteer Leader
Member of the Southern Utah Estate Planning Council
Member of the IHC Professional Advisory Council

Securities Registered in the following states: AR, AZ, CA, CO, HI, ID, IL, MD, MI, MO, NM, NV, OH, OR, 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

Investment and Insurance Products:

Not Insured by the FDIC or any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

A note about social media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

Links to third-party websites are provided for your convenience and information purposes only. Wells Fargo Advisors is not responsible for the information contained on third party websites.