Unclaimed Profile

Jamison Monroe

MONROE VOS CONSULTING, INC.·HOUSTON, Texas

SIE, Series 7, Series 52TO, Series 53, Series 63, Series 65, Series 99TO31 years registeredMONROE VOS CONSULTING, INC.

1001 MCKINNEY, HOUSTON, TX 77002CRD# 1262909Firm CRD# 107315

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jamison Monroe · HOUSTON, TX

Registration

CRD #1262909 · MONROE VOS CONSULTING, INC. · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MONROE VOS CONSULTING, INC.

CAPTRUST

Mar 2023 – May 2023

Houston, TX

MONROE VOS CONSULTING, INC.

Aug 1995 – Jul 2023

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · August 8, 1995

Years registered · 31

Disclosure History

1994Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MONROE VOS CONSULTING, INC.

CRD 107315 · SEC 801-48058

AUM

$5.9B

Regulatory assets under management

Employees

578 client accounts

Services offered by MONROE VOS CONSULTING, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MONROE VOS CONSULTING, INC. →

Introduction

Speak with Jamison

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jamison is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Browse HOUSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jamison Monroe offer?

Jamison Monroe specializes in Investment Management, Wealth Management.

What are Jamison Monroe's credentials?

Jamison Monroe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jamison Monroe located?

Jamison Monroe is based in HOUSTON, Texas, last registered with MONROE VOS CONSULTING, INC..

How does Jamison Monroe charge for services?

Jamison Monroe's firm is compensated through percentage of aum, subscription fees, other: a percentage of assets not under our direct management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONROE VOS CONSULTING, INC.?

MONROE VOS CONSULTING, INC. has approximately 17 employees and manages $5.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →