Unclaimed Profile

John Mark Monroe

CHESAPEAKE FINANCIAL GROUP INC·WILLIAMSBURG, Virginia

Series 7, Series 63, Series 65Clean record25 years registeredCHESAPEAKE FINANCIAL GROUP INC

4804 COURTHOUSE ST SUITE 2A, WILLIAMSBURG, VA 23188CRD# 2003487Firm CRD# 108039

Profile Verification

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

Identity

John Mark Monroe · WILLIAMSBURG, VA

Registration

CRD #2003487 · CHESAPEAKE FINANCIAL GROUP INC · 25 years registered

Brand Profile

Not yet started

Career History

MONROE CAPITAL PARTNERS, LLC

Jan 2024 – present

MONROE CAPITAL PARTNERS, LLC

Jan 2020 – Dec 2023

WILLIAMSBURG, VA

MONROE CAPITAL PARTNERS, LLC

Jan 2019 – Dec 2019

WILLIAMSBURG, VA

CAPES CAPITAL MANAGEMENT, INC.

Oct 2013 – Aug 2018

WILLIAMSBURG, VA

MONROE CAPITAL PARTNERS, LLC

Jul 2013 – Dec 2018

WILLIAMSBURG, VA

CHESAPEAKE INVESTMENT GROUP

Sep 2006 – May 2013

WILLIAMSBURG, VA

BI INVESTMENTS, LLC

Jan 2004 – Dec 2005

WILLIAMSBURG, VA

CHESAPEAKE INVESTMENT GROUP

Feb 2003 – Sep 2006

WILLIAMSBURG, VA

CHESAPEAKE FINANCIAL GROUP INC

Feb 2001 – Dec 2002

WILLIAMSBURG, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · February 9, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHESAPEAKE FINANCIAL GROUP INC

CRD 108039 · SEC 801-64765

AUM

$84M

Regulatory assets under management

Employees

181 client accounts

Services offered by CHESAPEAKE FINANCIAL GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CHESAPEAKE FINANCIAL GROUP INC →

Introduction

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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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