Jeannette Michelle Monroe

Employer firm

Rehmann Wealth CRD 123047

$5.27B regulatory AUM 112 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2010 → 12/2017
  Royal Alliance Associates
  West Palm Beach, FL
• 03/2010 → Present
  Rehmann Financial
  Vero Beach, FL
• 01/2017 → Present
  Rehmann Financial Network
  Lansing, MI

Previous Registrations

• 2009-04-03 → 2009-12-01
  Oppenheimer & Co. Inc.
  North Palm Beach, FL
  Fort Myers, FL
• 2008-01-04 → 2009-03-17
  Stanford Group Company
  Boca Raton, FL
• 2007-04-02 → 2008-01-04
  Morgan Stanley & Co. Llc
  Ft. Lauderdale, FL
• 2007-02-08 → 2007-04-02
  Morgan Stanley Dw Inc.
  Ft. Lauderdale, FL
• 2004-05-06 → 2007-02-05
  Banc Of America Investment Services, Inc.
  Fort Lauderdale, FL
  Fort Lauderdale, FL

Other Businesses

1) REHMANN FINANCIAL - 5070 N HWY A1A STE 250 VERO BEACH, FL 32963 - STARTED 03/10/10 - SUPERVISION MANAGER FOR THE FIRM - OVERSEE ADVISORY ACTIVITY FOR INVESTMENT ADVISER REPRESENTATIVES ASSOCIATED WITH REHMANN - 160 HRS/MONTH ALL DURING SECURITIES TRADING HOURS 2) REHMANN INSURANCE GROUP; INVESTMENT-RELATED; 5070 N HWY A1A STE 250 VERO BEACH, FL 32963; AGENT; STARTED 03/05/2012; 5 HOURS/ 5 SECURITIES HOURS; SUPERVISION AND BEST PRACTICES OF INSURANCE BUSINESS 3) REHMANN FINANCIAL NETWORK, LLC POSITION: Supervision Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2017 ADDRESS: 4086 Legacy Parkway, Lansing MI 48911 DESCRIPTION: Supervision Manager for the firm

Exams

• S66 Uniform Combined State Law Examination
  2002-11-05

Other Names

• Jeannette Michelle Grunwaldt
• Jeanette Michelle Grunwaldt
• Jeannette Michelle Grunwaldt