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Jonathan Monroe

Advisor at New Wave Financial LLC

Updated today
New Wave Financial LLC logo

Firm

New Wave Financial LLC

Location

Collegeville, PA 19426

Credentials

Series 66

Industry experience

10 years

About

Jonathan Monroe is a financial advisor at New Wave Financial LLC in Collegeville, PA, with 10 years of industry experience. He holds the Series 66 designation and has prior work experience at SEI Investments, The Trade Desk, Amazon, and currently Viant Technology Inc, where he is a Senior Account Director supporting clients in advertising technology. New Wave Financial provides portfolio management and financial planning services primarily for individual and high-net-worth clients, offering customized investment policy statements and discretionary trading authority. The firm employs a variety of analytical methods to guide asset allocation and investment selection and collaborates with SEI Private Trust Company for managed account solutions.

Client services

Based on New Wave Financial LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on New Wave Financial LLC

Wealth management Passive / index investing Annuities

Fee options

Fixed

$250 - $750 fixed fee for financial planning

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001+: 0.60%

Location

3 Buckthorn Lane

Collegeville, PA 19426

Most active in

Pennsylvania

Work history

Viant Technology Inc

2022 - Present (4 years)

Amazon

2021 - 2022 (1 year)

New Wave Financial LLC

2020 - Present (6 years)

The Trade Desk

2019 - 2021 (2 years)

SEI Investments Distribution Co

2018 - 2019 (1 year)

SEI Investments Distribution Co

2016 - 2018 (2 years)

SEI Investments Distribution Co

2016 - 2016 (1 year)

SEI Investments Management Corp

2016 - 2016 (1 year)

SEI Investments Distribution Co.

2014 - 2016 (2 years)

Ursinus College

2010 - 2020 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Beth D

CFP®, Series 63

Malvern, PA

Plumtree Financial Planning

General tax planning General estate planning guidance Cash flow / budgeting

Ben S

CFP®

Malvern, PA

Ketwich Capital LLC

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Charitable giving & philanthropy Wealth management Intergenerational Families Parents Married/Couples/Partners
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Eric T

Series 65

Wayne, PA

Acadia Investment Advisors LLC

Options & derivatives strategies Active portfolio management
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Timothy C

CFP®, Series 63, Series 65

Malvern, PA

Copper Beech Advisors, LLC

General retirement planning Cash flow / budgeting Founder/Business Owner
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Jason R

Series 63, Series 66

Ambler, PA

Revland Wealth Advisors

Private / alternative investments Options & derivatives strategies

David T

CFP®

Bryn Mawr, PA

Earndex, LLC

I founded Earndex to help others find and remain on a path to financial security. I have deep expertise in all subject areas of financial planning including investments, retirement planning, insurance, tax planning, employee benefits, estate planning, and more. My job is to ensure you stay on course to achieve your long-term financial goals. While I work with a broad range of clients, I have significant experience working with business owners, particularly with solo service providers. Outside of work, I am a dedicated husband and father of two. I enjoy skiing, golf, and cooking for family and friends.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Self-Employed
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