Jeffrey Monsour
Lees Monsour Group · Shreveport, Louisiana
Jeffrey Monsour is a fee-only financial advisor at Lees Monsour Group in Shreveport, Louisiana. Jeffrey focuses on small business owners, founders (pre-exit) and estate & legacy planning. Lees Monsour Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jeffrey →
Specialties
Who they serve
- Founders
- Retirees
Facts
| Firm | Lees Monsour Group |
|---|---|
| Based in | Shreveport, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $681.2M across 1,350 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 2483811 |
| Exams passed | Series 63 (1996) · Series 65 (2016) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.leesmonsourgroup.com |
How Jeffrey's firm compares
- Lees Monsour Group's average account is about $505,000, from its Form ADV (assets managed divided by 1,350 accounts).
Request an introduction to Jeffrey
Tell Jeffrey a little about what you're looking for. Jeffrey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeffrey
Is Jeffrey Monsour a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Lees Monsour Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Lees Monsour Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Monsour based?
Jeffrey Monsour is based in Shreveport, Louisiana.
What does Jeffrey specialize in?
Jeffrey's specialties include small business owners, founders (pre-exit) and estate & legacy planning. Jeffrey works with founders and retirees.
Is Jeffrey Monsour registered with the SEC?
Yes. Jeffrey Monsour is registered as an investment adviser representative in LA and TX (CRD 2483811), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Lees Monsour Group manage?
Lees Monsour Group reports $681.2M across 1,350 accounts in assets under management.
How do I contact Jeffrey Monsour?
Through Jeffrey's website, www.leesmonsourgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Lees Monsour Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.