Best Investors Account Sign in
Inactive

Jesse Orlando Monzon

Sax Wealth Advisors, LLC

Parsippany, NJ

Lancaster, PA

Claim This Profile
Current Employers
Sax Wealth Advisors, Llc

389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-02-03
PA RA APPROVED 2026-02-03
  • NJ RA
    APPROVED
    Since 2026-02-03
  • PA RA
    APPROVED
    Since 2026-02-03

Branch Locations

389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States

Lancaster, PA • 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
J.P. Morgan Securities Llc. Westerville OH 09/2019 10/2020
99 Bottles Llc Columbus OH 06/2018 09/2019
Brown Distributing Company West Palm Beach FL 12/2015 05/2018
Nationwide Investment Services Corp Columbus OH 11/2020 08/2024
T. Rowe Price Owings Mills MD 08/2024 01/2026
Sax Wealth Advisors, Llc Parsippany NJ 01/2026 Present
  • 09/2019 → 10/2020
    J.P. Morgan Securities Llc.
    Westerville, OH
  • 06/2018 → 09/2019
    99 Bottles Llc
    Columbus, OH
  • 12/2015 → 05/2018
    Brown Distributing Company
    West Palm Beach, FL
  • 11/2020 → 08/2024
    Nationwide Investment Services Corp
    Columbus, OH
  • 08/2024 → 01/2026
    T. Rowe Price
    Owings Mills, MD
  • 01/2026 → Present
    Sax Wealth Advisors, Llc
    Parsippany, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-27
S63 Uniform Securities Agent State Law Examination 2020-01-03
  • S65 Uniform Investment Adviser Law Examination
    2023-05-27
  • S63 Uniform Securities Agent State Law Examination
    2020-01-03
Other Names
  • Jesse O Monzon
  • Jesse Monzon

View on SEC IAPD

Other Firms

HENNION & WALSH ASSET MANAGEMENT, INC.
M.K. BYRNE & CO. LLC
CORE PLANNING
LPL FINANCIAL LLC
FGH INVESTMENT ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
RONALD GELOK & ASSOCIATES, LLC

Other Investors

JOHN VINCENT WALLACE
JOSEPH ISMAEL RODRIGUEZ
Cal Jason Smith
PATRICK MICHAEL STANTON
JUSTIN TAEJUN YOON
MATTHEW PAUL PANEK
FRANK MICHAEL IMBRIACO
VIJAY LEVENTHAL

Other Offices

HENNION & WALSH ASSET MANAGEMENT, INC. · PARSIPPANY, NJ
M.K. BYRNE & CO. LLC · PARSIPPANY, NJ
CORE PLANNING · Parsippany, NJ
LPL FINANCIAL LLC · PARSIPPANY, NJ
FGH INVESTMENT ADVISORS, LLC · PARSIPPANY, NJ
CETERA INVESTMENT ADVISERS LLC · PARSIPPANY, NJ
PFS INVESTMENTS INC. · PARSIPPANY, NJ
RONALD GELOK & ASSOCIATES, LLC · Parsippany, NJ

More in Parsippany, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor