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Monica L Forbes

Edward Jones

Windsor, CT

CRD 8154191

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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
CT RA APPROVED 2025-12-15
  • CT RA
    APPROVED
    Since 2025-12-15

Branch Locations

233 Addison Rd, Windsor, CT 06095-2332 • 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 09/2025 Present
Ibm Armonk NY 07/1997 03/2025
Forbes Insurance Solutions Llc/Self Employed Bloomfield CT 03/2025 09/2025
  • 09/2025 → Present
    St. Louis, MO
  • 07/1997 → 03/2025
    Ibm
    Armonk, NY
  • 03/2025 → 09/2025
    Forbes Insurance Solutions Llc/Self Employed
    Bloomfield, CT
Other Businesses

Forbes Insurance Solutions, LLC Type of business: Health Insurance Brokers (ACA) Bloomfield, CT Start date: 10/1/2023 Owner/broker Hours per week: 0 Hours during trading: 0 Health insurance broker.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-09
  • S66 Uniform Combined State Law Examination
    2025-12-09
Other Names
  • Monica Lynn Gray

View on SEC IAPD

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