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Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-11-20
TX RA APPROVED 2025-11-20
GA RA APPROVED 2017-02-02
  • LA RA
    APPROVED
    Since 2025-11-20
  • TX RA
    APPROVED
    Since 2025-11-20
  • GA RA
    APPROVED
    Since 2017-02-02

Branch Locations

209 Corporate Dr. Ste. 200, Carrollton, GA 30117 • United States

2 1/2 East Court Square, Newnan, GA 30263 • United States

7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc Fairfield IA 02/2009 12/2017
Cambridge Investment Research Advisors, Inc Fairfield IA 02/2009 12/2017
Jonathon Monsour Newnan GA 01/2009 Present
The Financial Planning Group Newnan GA 01/2009 Present
Jon Monsour Dba M&M Property Group Carrollton GA 02/2004 Present
United Planners Financial Services Of America Scottsdale AZ 01/2017 Present
Easton Elite Speed Fastpitch Carrollton GA 01/2012 09/2024
Jon Monsour Dba M&M Property Group Carrollton GA 02/2004 Present
The Financial Planning Group Newnan GA 01/2009 Present
  • 02/2009 → 12/2017
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 02/2009 → 12/2017
    Fairfield, IA
  • 01/2009 → Present
    Jonathon Monsour
    Newnan, GA
  • 01/2009 → Present
    The Financial Planning Group
    Newnan, GA
  • 02/2004 → Present
    Jon Monsour Dba M&M Property Group
    Carrollton, GA
  • 01/2017 → Present
    United Planners Financial Services Of America
    Scottsdale, AZ
  • 01/2012 → 09/2024
    Easton Elite Speed Fastpitch
    Carrollton, GA
  • 02/2004 → Present
    Jon Monsour Dba M&M Property Group
    Carrollton, GA
  • 01/2009 → Present
    The Financial Planning Group
    Newnan, GA
Previous Registrations
Other Businesses

1.) JON MONSOUR DBA M&M PROPERTY GROUP - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - CARROLLTON, GA - SINCE 02/2004 - INVESTMENT RELATED 2.) JONATHON MONSOUR - AGENT - NON-VARIABLE INSURANCE - NEWNAN, GA - SINCE 01/2009 - INVESTMENT RELATED 3.) THE FINANCIAL PLANNING GROUP - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - NEWNAN, GA - SINCE 01/2009 - INVESTMENT RELATED 4.) THE FINANCIAL PLANNING GROUP, LLC - PRESIDENT - LLC FOR PAYROLL AND TAX PURPOSES - NEWNAN, GA - SINCE 01/2024 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-11-04
S63 Uniform Securities Agent State Law Examination 1996-08-02
  • S65 Uniform Investment Adviser Law Examination
    2008-11-04
  • S63 Uniform Securities Agent State Law Examination
    1996-08-02
Designations
Other Names
  • Jon Glen Monsour

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