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JM

Jonathan G. Morphett

AVONDALE PARTNERS
NASHVILLE, TN 37205
Some features on this profile are disabled
CRD#: 1567821
JM

Professional summary

Jonathan Guy Morphett is a registered financial professional 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jonathan Guy Morphett's 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

November 10, 2004 - Present

AVONDALE PARTNERS, LLC

Office #1: 4322 Harding Pike Suite 414, Nashville, TN 37205
BD
CRD#: 46838
NASHVILLE, TN
Past

April 19, 2018 - April 3, 2019

J.J.B. HILLIARD, W.L. LYONS, LLC

BD
CRD#: 453
Nashville, TN
Past

August 2, 1990 - August 31, 2000

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Tennessee
(12/1/2004)

Exams

State Security Law Exam
RR
Series 63
Date: 11/30/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/8/2004
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/25/2014
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AP
AVONDALE PARTNERS, LLC
AVONDALE PARTNERS, LLC | CONVERTIBLE DESK, LLC

CRD#: 46838 / SEC#: 801-70070, 8-51550

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information

Main Address
4322 Harding Pike Suite 450, Nashville, TN 37215
Mailing Address
4322 Harding Pike Suite 414, Nashville, TN 37205
Phone number
(615) 467-3500
Established
Tennessee since 01/05/1999
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

PART 2A (10/2/2018)

Direct owners and executive officers

NamePositionCRD#
AVONDALE GROUP LLCVOTING MEMBER
KREBS, PHILIP DONALDMANAGING PARTNER1215465
MORPHETT, JONATHAN GUYMANAGING PARTNER1567821
OERTLING, JOEL DARRENCFO, FINOP, DIRECTOR OF FINANCE4363337
SHEPHERD, ROBERT PATRICKMANAGING PARTNER, CCO1221884

Disclosures

Regulatory Event1

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.

Company Information

AVONDALE PARTNERS, LLC

CRD#: 46838Nashville, TN 37205

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