James Joseph Mcmonigle

Current Employers

Employment History

• 01/1995 → 06/2024
  Securities America, Inc.
  Turnersville, NJ
• 06/1998 → 03/2019
  Securities America Advisors, Inc.
  Turnersville, NJ
• 03/2019 → Present
  Wealth Management Associates, Inc
  Cherry Hill, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Turnersville, NJ

Previous Registrations

• 2002-07-22 → 2019-07-09
  Securities America Advisors, Inc.
  Turnersville, NJ

Other Businesses

1. WEALTH MANAGEMENT ASSOCIATES, INC. POSITION: Investment Advisor NATURE: Investment Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 32 START DATE: 06/03/2019 ADDRESS: 1909 Marlton Pike East, Suite 100, Cherry Hill NJ 08053 DESCRIPTION: Investment Advisory services for fee based accounts 2. JAMES MCMONIGLE POSITION: I service Variable Annuities that I've written some years ago. NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 03/01/1983 ADDRESS: 239 Bells Lake Road, Turnersville NJ 08012 DESCRIPTION: I only write variable annuity contracts and haven't written one in 5 years. I have never written a fixed rate or indexed annuity. 3. WEALTH MANAGEMENT ASSOCIATES, INC. POSITION: Investment Advisor NATURE: C Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 06/03/2019 ADDRESS: 1909 Marlton Pike East, Suite 100, Cherry Hill NJ 08053, United States DESCRIPTION: Investment Advisory services for fee based accounts

Exams

• S63 Uniform Securities Agent State Law Examination
  1980-09-17

Other Names

• James Joseph Mcmonigle
• James J Mcmonigle