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John Morgan

Blacktower Financial Management (us) LLC

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About John Morgan

John Morgan is an Investment Advisor Representative at Blacktower Financial Management (us) LLC. John has been in the industry since 2008 and is registered in Texas. John also provides financial and investment advice for Blacktower Financial Management International in Gibraltar. John has a Series 65 license and has been with Blacktower Financial Management (us) LLC since 2020. John specializes in Financial Planning, Retirement Plans, and Portfolio Management for individuals.

Firm Information

John Morgan is currently registered with Blacktower Financial Management (us) LLC. Blacktower Financial Management (US) LLC is an investment advisory firm based in Orlando, Florida. With over 30 years of experience, Blacktower specializes in providing comprehensive financial planning and portfolio management services to individuals and businesses. They offer a personalized approach to investment management, tailoring their services to meet the specific needs of each client. Blacktower has a dedicated team of advisors with a wide range of expertise and experience, ensuring that clients receive professional guidance and support. They have a strong track record of success, managing over $183 million in assets for their clients.
Blacktower Financial Management (us) LLC

4700 MILLENIA BOULEVARD

ORLANDO, FL 32839

$183.24M

Assets Under Management

1

Total Clients

23

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Percentage of retirement plan assets

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John Morgan’s Registration & Firm History

NA

03/31/2020 - Present

Blacktower Financial Management (us) LLC (Windsor )

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Licenses & Designations

IA

Issued 01/28/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Morgan.
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