Jonathan Todd Morley
Professional Summary
Jonathan Todd Morley, who also goes by Todd Moreley, J Todd Morley, is a registered financial advisor currently at FOCUSPOINT PRIVATE CAPITAL GROUP located in New York, New York. Jonathan is registered as a RR (Registered Representative) and started their career in finance in 1989. Jonathan has worked at 10 firms and has passed the Series 63, Series 7TO, SIE, Series 3, 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
Todd Moreley, J Todd Morley
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
FOCUSPOINT PRIVATE CAPITAL GROUP | LIBERTY PACIFIC SECURITIES, LLC | G2 SECURITIES, LLC | FPCG, LLC | FORBES PRIVATE CAPITAL GROUP
Contact Information
Main Address
712 Fifth Avenue 8th Floor, Suite 008a, New York, NY 10019Mailing Address
712 Fifth Avenue 8th Floor, Suite 008a, New York, NY 10019Phone Number
(212) 887-1137Established
Washington since 04/16/2002Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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
(7/1/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jonathan Todd Morley's CRS (Customer Relationship Summary).
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