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James Abraham Monroe

Retirement Consulting Group, Inc.

Portland, OR

Lake Oswego, OR

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Current Employers
Retirement Consulting Group, Inc.

5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-04-27
  • OR RA
    APPROVED
    Since 2026-04-27

Branch Locations

Portland, OR • United States

5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035 • 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
Fisher Investments Camas WA 06/2019 12/2020
Sigma Portland OR 11/2007 03/2017
Self Employed Portland OR 03/2017 06/2019
Retirement Consulting Group Lake Oswego OR 03/2024 Present
Ja Junior Achievement Of Oregon Sw Wa Portland OR 01/2022 03/2024
Self Employed Portland OR 12/2020 01/2022
  • 06/2019 → 12/2020
    Fisher Investments
    Camas, WA
  • 11/2007 → 03/2017
    Sigma
    Portland, OR
  • 03/2017 → 06/2019
    Self Employed
    Portland, OR
  • 03/2024 → Present
    Retirement Consulting Group
    Lake Oswego, OR
  • 01/2022 → 03/2024
    Ja Junior Achievement Of Oregon Sw Wa
    Portland, OR
  • 12/2020 → 01/2022
    Self Employed
    Portland, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-27
  • S65 Uniform Investment Adviser Law Examination
    2026-04-27

View on SEC IAPD

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