Jonathan W. Morgan
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jonathan Wayne Morgan, who also goes by Jon Morgan, was a registered financial professional .
Jonathan is a previously registered financial professional and started their career in finance in 1983. Jonathan had worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 10, 2005 - October 15, 2020
PREMIER RETIREMENT SOLUTIONS, LLC
November 29, 2001 - November 1, 2005
USALLIANZ SECURITIES, INC.
December 2, 1992 - November 27, 2001
1717 CAPITAL MANAGEMENT COMPANY
September 26, 1985 - December 1, 1992
MSI FINANCIAL SERVICES, INC.
September 26, 1983 - December 1, 1992
METROPOLITAN LIFE INSURANCE COMPANY
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
PREMIER RETIREMENT SOLUTIONS, LLC
CRD#: 138102 / SEC#:
Contact information
Red Flags
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