Jonathan Guy Morphett
Professional Summary
Jonathan Guy Morphett is a registered financial advisor currently at AVONDALE PARTNERS, LLC located in Nashville, Tennessee. Jonathan is registered as a RR (Registered Representative) and started their career in finance in 1990. Jonathan has worked at 3 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
AVONDALE PARTNERS, LLC | CONVERTIBLE DESK, LLC
Contact Information
Main Address
4322 Harding Pike Suite 450, Nashville, TN 37215Mailing Address
4322 Harding Pike Suite 414, Nashville, TN 37205Phone Number
(615) 467-3500Established
Tennessee since 01/05/1999Firm Type
Limited Liability CompanyFiscal Year End
JuneFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(12/1/2004)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jonathan Guy Morphett's CRS (Customer Relationship Summary).
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