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Jonathan Ross Morgan

Crawford Investment Counsel Inc.

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About Jonathan Ross Morgan

Jonathan Ross Morgan is an investment advisor representative at Crawford Investment Counsel Inc. Jonathan has been registered with the Securities and Exchange Commission since 2007. Prior to joining Crawford Investment Counsel Inc., Jonathan worked at BEAR, STEARNS & CO. INC. from 1983 to 2002. Jonathan holds the Series 7, Series 63, and Series 65 licenses. Jonathan is a specialist in financial planning and portfolio management, particularly for high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Jonathan Morgan is currently registered with Crawford Investment Counsel Inc.. Crawford Investment Counsel Inc. is an investment advisor based in Atlanta, Georgia with over $7.7 billion in assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, and charitable organizations. They also offer wrap fee programs and specialize in managing assets for high-net-worth individuals.
Crawford Investment Counsel Inc.

600 GALLERIA PARKWAY, SE

ATLANTA, GA 30339

$7.73B

Assets Under Management

20

Total Clients

21

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jonathan Morgan’s Registration & Firm History

GA

03/20/2007 - Present

Crawford Investment Counsel Inc. (ATLANTA GA)

NY

05/03/1983 - 06/20/2002

BEAR, STEARNS & CO. INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/11/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/21/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/16/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Ross Morgan.
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