Janie Marie Monroe is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with BALLENTINE PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BALLENTINE PARTNERS, LLC | 2024-04-12 | present | Yes |
| CRESTWOOD ADVISORS GROUP, LLC | 2023-03-27 | 2024-04-03 | — |
| CERITY PARTNERS LLC | 2022-02-08 | 2023-04-10 | — |
| DAINTREE ADVISORS LLC | 2021-03-16 | 2022-01-06 | — |
| BALLENTINE PARTNERS, LLC | 2017-08-10 | 2018-11-09 | — |