Best Investors Account Sign in
Inactive

Jeffrey Lane Monsour

Lees Monsour Group

Shreveport, LA

Claim This Profile
Current Employers
Lees Monsour Group

9335 Ellerbe Road, Shreveport, LA 71106 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-07-09
LA RA APPROVED 2022-03-11
  • TX RA
    APPROVED
    Since 2022-07-09
  • LA RA
    APPROVED
    Since 2022-03-11

Branch Locations

9335 Ellerbe Road, Shreveport, LA 71106 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Stephens Inc. Shreveport LA 02/2014 03/2017
Stephens Inc. Shreveport LA 03/2017 03/2022
Lmg Wealth Partners, Llc Shreveport LA 03/2022 Present
  • 02/2014 → 03/2017
    Stephens Inc.
    Shreveport, LA
  • 03/2017 → 03/2022
    Stephens Inc.
    Shreveport, LA
  • 03/2022 → Present
    Lmg Wealth Partners, Llc
    Shreveport, LA
Previous Registrations
  • 2014-02-14 → 2022-03-30
    Stephens
    Shreveport, LA
  • 2010-11-18 → 2014-02-26
    Morgan Stanley
    Shreveport, LA
    Shreveport, LA
Other Businesses

Catahoula Club, LLC - investment related - 409 Belle Chase, Shreveport, LA - 100% Owner/Member - January 2021 - LLC owns hunting land - 0 hours devoted to the other business - 0 hours devoted during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-27
S63 Uniform Securities Agent State Law Examination 1996-03-11
  • S65 Uniform Investment Adviser Law Examination
    2016-05-27
  • S63 Uniform Securities Agent State Law Examination
    1996-03-11

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
CYPRESS FUND MANAGEMENT, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ADKINS SEALE CAPITAL MANAGEMENT LLC
HMV WEALTH ADVISORS, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
MORGAN STANLEY

Other Investors

KENNETH WRIGHT ALLEN
Ted Bortei-Doku
TOMMY RAY COCKRELL
NORMAN LEE DUHON
CHARLES HOWARD CLAWSON
CRYSTAL CHELETTE WOOLDRIDGE
Ryan L Yarbrough
Thomas Peyton Cockrell

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · SHREVEPORT, LA
CYPRESS FUND MANAGEMENT, LLC · SHREVEPORT, LA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SHREVEPORT, LA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SHREVEPORT, LA
ADKINS SEALE CAPITAL MANAGEMENT LLC · SHREVEPORT, LA
HMV WEALTH ADVISORS, LLC · SHREVEPORT, LA
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · Shreveport, LA
MORGAN STANLEY · Shreveport, LA

More in Shreveport, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor