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John Mark Monroe

CHESAPEAKE FINANCIAL GROUP INC·WILLIAMSBURG, Virginia
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4804 COURTHOUSE ST SUITE 2A, WILLIAMSBURG, VA 23188CRD# 2003487Firm CRD# 108039
01

About

John Mark Monroe is a registered financial advisor based in WILLIAMSBURG, Virginia, affiliated with CHESAPEAKE FINANCIAL GROUP INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CHESAPEAKE FINANCIAL GROUP INC
CHESAPEAKE WEALTH MANAGEMENT
AUM
$84M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CHESAPEAKE FINANCIAL GROUP INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2003487
Firm CRD# 108039
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Mark Monroe offer?
John Mark Monroe specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WILLIAMSBURG, Virginia for a consultation.
What are John Mark Monroe's credentials?
John Mark Monroe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Mark Monroe located?
John Mark Monroe is based in WILLIAMSBURG, Virginia, working with CHESAPEAKE FINANCIAL GROUP INC. Their office serves clients in the WILLIAMSBURG metropolitan area and surrounding communities.
How does John Mark Monroe charge for services?
John Mark Monroe's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHESAPEAKE FINANCIAL GROUP INC?
CHESAPEAKE FINANCIAL GROUP INC has approximately 4 employees and manages $84M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WILLIAMSBURG
Christopher Michael Sikes — CHESAPEAKE FINANCIAL GROUP INCDavid Eugene Bush — PBMARES WEALTH MANAGEMENT LLCDaniel Joseph Bender — PBMARES WEALTH MANAGEMENT LLCJohn Herbert Hunt — CHESAPEAKE FINANCIAL GROUP INCRobert Gary Topping — COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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