In a career spanning more than 20 years, I've held different management positions in compliance and operations at some of the largest wealth management firms in the industry. I became an Edward Jones financial advisor because of my passion to work directly with and assist clients in developing wealth strategies. I take pride in working with my clients and making a positive impact in their lives.
I earned the CFP® designation from the Certified Financial Planner Board of Standards. This designation is awarded to financial advisors who pass the CFP® Certification Examination and the CFP® Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
Our branch team at Scotch Plains strives to provide the ultimate client experience. We do so by gaining an understanding of what is most important to you. Only then can we utilize our established process that allows us to build personalized strategies to help you achieve your financial and life goals.
Once a plan has been put in place and the wheels are in motion, I partner with my clients throughout their lives to help keep them on track to their set goals. We follow these principles whether you're planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones you care for the most. But we're not alone at our branch. We have the support of our home office personnel and advanced technology so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.
When I'm not working with clients, I enjoy spending time with my wife, Ana Julia, and our three children.
My Personal Interests
- Spending Time with Family
- Coaching Sports
Phone NumberJose H Monroy Jr at (908) 518-0788
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