Adviser and broker representative · Edward Jones
Mark E. Monahan
CRD 5487476 · Terre Haute, IN
At a glance
Mark E. Monahan is an investment adviser representative with Edward Jones in Terre Haute, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Mark’s SEC record dates to 2008, about 18 years ago. Mark is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Edward JonesSince April 2008Terre Haute, IN · $1.01T in regulatory assets
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Mark’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.