About Us

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John C. Vernon, AAMS®, Senior Vice President/Investments, Portfolio Manager – Solutions Program, Vernon Wealth Management Group, Stifel, Newport Beach

John C. Vernon, AAMS®
Senior Vice President/Investments
Portfolio Manager - Solutions Program
California Insurance License # 0C35038

John M. Vernon, Financial Advisor Associate, Vernon Wealth Management Group, Stifel, Newport Beach

John M. Vernon
Financial Advisor Associate
California Insurance License # 0I64045

Monica S. Marti, Registered Client Service Associate, Vernon Wealth Management Group, Stifel, Newport Beach

Monica S. Marti, AAMS®
Registered Client Service Associate
California Insurance License # 0C35039

Organizational Structure

John C. Vernon, AAMS®
Senior Vice President/Investments
Portfolio Manager - Solutions Program

  • Lead Financial Advisor
  • Client Relations
  • Investment Strategy
  • Portfolio Management

John M. Vernon
Financial Advisor Associate
 

  • Business Development
  • Technology
  • Trading
  • Investment Strategy
  • Client Relations

Monica S. Marti, AAMS®
Registered Client Service Associate
 

  • Client Service
  • Head of Operations
  • Administration
  • Account Maintenance
  • Business Support