Jeffrey Alan Monfette is an investment adviser representative (IAR) with state registration records since 2019, appearing at 2 firms. Currently registered with CONSOLIDATED PORTFOLIO REVIEW CORP.
| Firm | From | To | Current |
|---|---|---|---|
| CONSOLIDATED PORTFOLIO REVIEW CORP | 2023-05-18 | present | Yes |
| THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 2019-03-12 | 2022-08-12 | — |