Unclaimed
Jon Morgan is a financial advisor at Lido Advisors, LLC and has been working in the financial services industry for over 30 years. Jon has been registered with FINRA since 1992. Prior to joining Lido Advisors, LLC Jon was an owner and partner of Private Wealth Strategies, L.L.C. and Shore Morgan Young Wealth Strategies. Jon also worked as an investment advisor representative for Lincoln Investment. Jon specializes in advising high net worth individuals, corporations, and other businesses. Jon provides financial planning, portfolio management, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
10/10/2024 - Present
Lido (New Albany OH)
OH
04/29/2011 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WORTHINGTON OH)
OH
11/07/2005 - 05/02/2011
FSC SECURITIES CORPORATION (WORTHINGTON OH)
OH
04/29/2011 - 04/29/2011
CAPITAL ANALYSTS, INCORPORATED (WORTHINGTON OH)
IN
08/28/1989 - 11/09/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/28/1989 - 11/09/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 07/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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