Jessica Gonzalez is a control person of Monarch Capital Management and directly owns under 5% of it.
Monarch Capital Management is an investment adviser based in Fort Wayne, IN, registered with the SEC since 1994. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Its regulatory assets under management total $496 million, as filed on 29 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 8032200
- Firm
- Monarch Capital Management · CRD 106244
- Role
- Chief Compliance Officer
- In role since
- January 2025 · 1 year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Fort Wayne, IN
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Jessica Gonzalez work?
Jessica Gonzalez has been Chief Compliance Officer of Monarch Capital Management Inc since January 2025, and is a control person of the firm.
How can I verify Jessica Gonzalez’s record?
Jessica Gonzalez’s role is listed on Monarch Capital Management Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 106244.
