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John David Morgan

Verdence Capital Advisors, LLC

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About John David Morgan

John David Morgan is a financial advisor with Verdence Capital Advisors, LLC based in HUNT VALLEY, MD. John David Morgan has been in the industry since 1995. John David Morgan is registered with the state of Maryland as an Investment Advisor Representative. Previously, John David Morgan has worked with Hightower Securities, LLC and Wells Fargo Advisors, LLC.

Firm Information

John Morgan is currently registered with Verdence Capital Advisors, LLC. Verdence Capital Advisors, LLC is a registered investment advisor with over $3.3 billion in regulatory assets under management. Based in Hunt Valley, Maryland, the firm offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and consulting. They serve a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
Verdence Capital Advisors, LLC

50 SCHILLING ROAD

HUNT VALLEY, MD 21031

$3.31B

Assets Under Management

Not reported

Total Clients

33

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Morgan’s Registration & Firm History

MD

06/26/2017 - Present

Verdence Capital Advisors, LLC (HUNT VALLEY MD)

MD

04/25/2014 - 06/30/2017

HIGHTOWER SECURITIES, LLC (HUNT VALLEY MD)

MD

10/01/2000 - 04/28/2014

WELLS FARGO ADVISORS, LLC (BALTIMORE MD)

NC

11/20/1996 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NY

09/11/1995 - 12/06/1996

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 09/29/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/13/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 09/08/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John David Morgan.
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