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Mark Edward Monahan

Edward Jones

Terre Haute, IN

Gulf Shores, AL

CRD 5487476

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2023-02-06
TX RA APPROVED_RES 2018-12-12
IN RA APPROVED 2008-04-14
  • AL RA
    APPROVED
    Since 2023-02-06
  • TX RA
    APPROVED_RES
    Since 2018-12-12
  • IN RA
    APPROVED
    Since 2008-04-14

Branch Locations

506 E Davis Drive, Terre Haute, IN 47802 • United States

Gulf Shores, AL • 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
Edward Jones St Louis MO 02/2008 Present
Other Businesses

Rental property Terre Haute, IN 9/1/2012 Owner Hours per week: 1 Hours during trading: 0 OWNER/Landlord Vacation Rental/2nd home Gulf Shores, AL Start date: 7/15/2020 Owner Hours per week: 1 Hours during trading: 0 2nd home/vacation rental in Gulf Shores managed by ITrip . I do work remotely from this location 6-8 weeks per year. Cottages at Romeo Beach Gulf Shores, AL Start date: 1/1/2024 Board Memeber Hours per week: 0 Hours during trading: 0 Making decisions with two other owners concerning our complex.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-10
  • S66 Uniform Combined State Law Examination
    2008-04-10
Other Names
  • Mark E Monahan

View on SEC IAPD

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