John David Monroe

Employer firm

Sanctuary Advisors, LLC CRD 226606

$34.9B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2012 → 05/2023
  Raymond James Financial Services
  Columbia, SC
• 01/2012 → 05/2023
  Raymond James Financial Services Advisors, Inc.
  Columbia, SC
• 01/2012 → 05/2023
  Monroe Financial Group
  Columbia, SC
• 01/2023 → Present
  Sanctuary Securities, Inc.
  Columbia, SC
• 01/2023 → Present
  Sanctuary Advisors Llc
  Columbia, SC
• 02/2023 → Present
  Monroe Financial Group
  Columbia, SC

Previous Registrations

• 2012-01-13 → 2023-05-24
  Raymond James Financial Services Advisors, Inc
  Columbia, SC
• 2006-08-07 → 2012-01-13
  Morgan Keegan & Company, Llc
  Augusta, GA
• 2004-02-18 → 2006-07-19
  First Allied Securities, Inc.
  Lexington, SC
  Lexington, SC

Other Businesses

1) Name: Monroe Financial Group LLC Position: Owner Nature: Financial Advisory Services Investment Related: Yes Hours: 120 Securities Trading Hours: 120 Start Date: 1/20/2012 Address: 1010 Wildwood Centre Drive Suite B, Columbia SC 29229, United States Description: Financial Advisor 2) Name: Heart & Sol Properties LLC Position: Owner Nature: Owns an investment property in Tulum Mexico that is used for rentals Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 10/20/2021 Address: 1010 Wildwood Centre Drive Suite B, Columbia SC 29229, United States Description: Owner

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-08-31
• S63 Uniform Securities Agent State Law Examination
  1991-06-19

Other Names

• John David Jr Monroe