Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Glenn Morgan is a financial professional registered with J.p. Morgan Securities LLC, a firm with over $50 billion in assets under management. Jonathan holds the Series 99 and the Securities Industry Essentials (SIE) licenses. His specializations include portfolio management for individuals and businesses, and financial planning. Jonathan has been working in the financial industry since May 2016.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
05/27/2016 - Present
J.p. Morgan Securities LLC (New York NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2016
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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