Mark Jay Monson

Kaysville, UT • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2025-07-08

Branch Locations

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

Organization	City	State	From	To
Raymond James Financial Services, Inc.	Salt Lake City	UT	08/2012	10/2018
Raymond James Financial Services Advisors Inc.	Salt Lake City	UT	08/2012	10/2018
Monson Wealth Management	Kaysville	UT	08/2012	Present
Commonwealth Financial Network	San Diego	CA	09/2018	07/2025
Monson Wealth Management Llc	Kaysville	UT	07/2025	Present
Independent Insurance Agent	Kaysville	UT	09/2018	Present

08/2012 → 10/2018

Raymond James Financial Services, Inc.

Salt Lake City, UT
08/2012 → 10/2018

Raymond James Financial Services Advisors Inc.

Salt Lake City, UT
08/2012 → Present

Monson Wealth Management

Kaysville, UT
09/2018 → 07/2025

Commonwealth Financial Network

San Diego, CA
07/2025 → Present

Monson Wealth Management Llc

Kaysville, UT
09/2018 → Present

Independent Insurance Agent

Kaysville, UT

2018-09-26 → 2025-07-08

Commonwealth Financial Network

San Diego, CA

Salt Lake City, UT
2012-08-30 → 2018-10-01

Raymond James Financial Services Advisors, Inc

Salt Lake City, UT
2007-07-26 → 2012-08-30

Edward Jones

Provo, UT

Provo, UT

St Louis, MO

INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; KAYSVILLE, UT; 09/2018; FIXED INSURANCE PRODUCT SALES; 10HRS/MONTH INCLUDING DURING MARKET HOURS.

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-07-12
S63	Uniform Securities Agent State Law Examination	2005-03-21