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James F Monahan

Commonwealth Financial Network

Nashua, NH

CRD 6213876

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Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2015-01-02
  • NH RA
    APPROVED
    Since 2015-01-02

Branch Locations

Nashua, NH • 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
Commonwealth Financial Network Waltham MA 01/2015 12/2017
Acorn Financial Nashua NH 01/2015 06/2020
Commonwealth Financial Network Waltham MA 12/2017 Present
Financial Strategies Retirement Partners Bedford NH 06/2020 07/2025
Granite Ginkgo Financial Planning, Llc Nashua NH 07/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-04
  • S66 Uniform Combined State Law Examination
    2014-11-04
Designations
  • Certified Financial Planner

View on SEC IAPD

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