J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
2yrs
Ajay Monga
Financial advisor at Iconiq Capital
Based in San Francisco, California, Ajay Monga is a fiduciary financial advisor with 2 years of industry experience. Ajay has been with Iconiq Capital since 2024. Iconiq Capital offers investment management, private fund management, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and performance-based fees.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office50 Beale St. Suite 2300, San Francisco, CA 94105
FirmIconiq Capital
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$28.3 million
Advisors at the firm88
States licensed ?1 state
Services through Iconiq Capital
Investment management for individuals and small businessesManaging private fundsChoosing other investment managersOther 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 65Uniform Investment Adviser Law Examination
Career
- Dec 2024 – nowIconiq Capital, LLCCurrent firm
Contact Ajay
(415) 967-7763Iconiq Capital main office 50 Beale St. Suite 2300San Francisco, CA 94105Office · Get directions Firm websitewww.iconiqideas.com
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Questions to ask Ajay
Tailored to Ajay’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Ajay
How do I contact Ajay?
Call Iconiq Capital at (415) 967-7763 and ask for Ajay Monga. Ajay works from the San Francisco, CA office.
How long has Ajay been a financial advisor?
Ajay has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Ajay hold?
Series 65. Tap any license on this page to see what it allows.
Is Ajay a fiduciary?
Ajay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ajay paid?
Iconiq Capital reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Ajay 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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