Joann M. Morgano

LAUREL OAK WEALTH MANAGEMENT | Financial Advisor

MARLTON, NJ 08053

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CRD#: 1507671

Professional summary

Joann Marie Morgano, who also goes by Joann Marie Cavallaro, Jo Ann Morgano, is a registered financial advisor currently at LAUREL OAK WEALTH MANAGEMENT, LLC located in Marlton, New Jersey.

Joann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Joann has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Planning Strategies

Wealth Preservation Strategies

Women's Financial Strategies

Are you a "fiduciary"?

Yes

Aliases

Joann Marie Cavallaro | Jo Ann Morgano

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. KNETSTREAM NETWORKS; INVESTMENT-RELATED; 1 JOHNSTON ROAD, TRENTON , NJ, 08618; TV SHOW - CO HOST ON IT'S YOUR MONEY WITH JO ANN AND MARTIN; INTRODUCE AND DISCUSS FINANCIAL TOPICS WITH GUESTS WHO ARE EXPERTS IN FINANCIAL INDUSTRY; 06/10/2020; 1 TO 9 HOURS PER MONTH; 1 TO 9 DURING TRADING HOURS. 2. INSURANCE LICENSE; INVESTMENT-RELATED; 525 NJ-73, SUITE 200, MARLTON, NJ 08053; INSURANCE SALES AND ADVICE; 7/25; HOURS DEPENDENT ON CLIENT NEEDS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joann Marie Morgano's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 23, 2025 - Present

LAUREL OAK WEALTH MANAGEMENT, LLC

Office #1: 525 Nj-73 Suite 200, Marlton, NJ 08053

RIA

CRD#: 336824

MARLTON, NJ

Past

May 20, 2008 - August 4, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

NEWARK, DE

Past

February 20, 2008 - August 4, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

NEWARK, DE

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Delaware
(7/23/2025)

IAR

New Jersey
(7/23/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/15/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/19/2008

General Securities Representative Examination

Current Firm

LAUREL OAK WEALTH MANAGEMENT, LLC

LAUREL OAK WEALTH MANAGEMENT GROUP, LLC | TAORMINA WEALTH ADVISORY GROUP LLC | LAUREL OAK WEALTH MANAGEMENT, LLC

CRD#: 336824 / SEC#: 801-133907

RIA

Registered Investment Advisory firm - (7/18/2025 120-Day Approval)

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Contact information

Main Address

525 Nj-73 Suite 200, Marlton, NJ 08053

Mailing Address

Phone number

(856) 519-0200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV SUPPLEMENT WRAP BROCHURE - LAUREL OAK WEALTH MANAGEMENT (11/14/2025)

ADV 2A DISCLOSURE BROCHURE - LAUREL OAK WEALTH MANAGEMENT (11/14/2025)

Regulatory assets under management

Total Number of Accounts	4,525
AUM (Assets Under Management)	$ 1,336,284,410

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Joann M. Morgano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joann Marie Morgano's CRS (Customer Relationship Summary).

Certified licenses

Experience

LAUREL OAK WEALTH MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/15/2008

SIE

Date: 10/1/2018

Series 7

Date: 2/19/2008

Current Firm

LAUREL OAK WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LAUREL OAK WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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