Kingswood Wealth Advisors
41yrs
Top advisor by experience in Campbell
3yrs
Janet Monger
Full name on record: Janet Mary Monger
Financial advisor at Raymond James Financial Services Advisors
Based in Campbell, California, Janet Monger is a fiduciary financial advisor with 3 years of industry experience. Janet has been with Raymond James Financial Services Advisors since 2023. Raymond James Financial Services Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 153 advisors with offices in Campbell, and one of 131 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office51 E. Campbell Ave Suite 101c And 101d, Campbell, CA 95008
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowRaymond James Financial Services Advisors, Inc.Current firm
Questions to ask Janet
Tailored to Janet’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Janet
How do I contact Janet?
Call Raymond James Financial Services Advisors at 727-567-3020 and ask for Janet Monger. Janet works from the Campbell, CA office.
How long has Janet been a financial advisor?
Janet has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Janet hold?
Series 66. Tap any license on this page to see what it allows.
Is Janet a fiduciary?
Janet is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Janet paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Janet for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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