Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Frederick Morgan is a financial advisor with over 10 years of experience in the financial services industry. Kenneth has held positions with Jefferies LLC and DFA Securities LLC before joining J.P. Morgan Securities LLC. Kenneth has a deep understanding of the financial markets and is committed to providing personalized advice to help clients achieve their financial goals. Kenneth specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for both businesses and individuals. Kenneth is registered as an investment advisor representative (IAR) in California and Texas. Kenneth's primary office is located in Los Angeles.
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
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2
CA
11/17/2022 - Present
J.p. Morgan Securities LLC (Los Angeles CA)
CA
01/22/2019 - 11/05/2021
DFA SECURITIES LLC (SANTA MONICA CA)
CA
08/14/2012 - 07/11/2016
JEFFERIES LLC (LOS ANGELES CA)
IA
Issued 12/21/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
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Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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New York Stock Exchange
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