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Morgan Anne Downs

Ventura Wealth Management

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About Morgan Anne Downs

Morgan Downs is an investment advisor representative at Ventura Wealth Management. Morgan has been in the industry since 2017, with previous experience at PNC Investments. Morgan is registered in Pennsylvania and New Jersey. Morgan is also a member of the Lower Bucks Chamber of Commerce, where they serve as Co-Chair of the Young Professional Committee. Morgan specializes in financial planning and portfolio management for individuals and businesses.

Firm Information

Morgan Downs is currently registered with Ventura Wealth Management. Ventura Wealth Management is an investment advisor headquartered in Yardley, PA. The firm manages approximately $518,166,137 in assets for 1,423 clients. The firm primarily provides financial planning and portfolio management services for individuals, high net worth individuals, charitable organizations, and pension and profit sharing plans. Ventura Wealth Management has 5 licensed agents, 8 investment adviser representatives, and 7 registered representatives.
Ventura Wealth Management

820 TOWNSHIP LINE ROAD

YARDLEY, PA 19067

$518.17M

Assets Under Management

Not reported

Total Clients

9

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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Morgan Downs’s Registration & Firm History

PA

03/25/2021 - Present

Ventura Wealth Management (YARDLEY PA)

PA

10/25/2017 - 11/01/2018

PNC INVESTMENTS (NEWTOWN PA)

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Licenses & Designations

IA

Issued 12/11/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/13/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/24/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Morgan Anne Downs.
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