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Alexa J Morgan

Prudential Investment Management Services LLC

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About Alexa J Morgan

Alexa Morgan is a financial advisor with over 10 years of experience in the industry. Alexa is currently registered with Prudential Investment Management Services LLC and is licensed to provide investment advice in all 50 states. Prior to joining Prudential, Alexa worked at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. and MORGAN STANLEY.

Firm Information

Alexa Morgan is currently registered with Prudential Investment Management Services LLC. Prudential Investment Management Services LLC is a Limited Liability Company formed on October 9, 1996. It is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

315

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Alexa Morgan’s Registration & Firm History

NJ

05/03/2023 - Present

Prudential Investment Management Services LLC (Newark NJ)

NY

07/07/2015 - 04/12/2023

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (New York NY)

NJ

08/31/2013 - 07/09/2015

MORGAN STANLEY (FLORHAM PARK NJ)

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Licenses & Designations

BOTH

Issued 09/27/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexa J Morgan.
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