Joseph W. Morgan

BEST FINANCIAL LIFE

Danville, CA

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CRD#: 4816078

Professional summary

Joseph Wade Morgan, CFP®, who also goes by Joe Morgan, Joseph W. Morgan, is a registered financial advisor currently at BEST FINANCIAL LIFE located in Danville, California.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Joseph has worked at 2 firms .

Biography

Originally from Texas, Joe has lived in the Bay Area for over 20 years.  In his spare time, you can find him on the tennis courts, hiking the trails in the East Bay, and spending time with his wife, Monique.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Investment Planning

Life Transitions

Retirement Planning

Do you have an area of expertise or specialization?

Corporate Executives

Fixed Fee (Subscription, Retai...

Investment Advice with Ongoing...

Investment Advice without Ongo...

Middle Income Client Needs

Novice Investors

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Joe Morgan | Joseph W. Morgan

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) - RIA

Click below to view Joseph Wade Morgan'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

May 21, 2015 - Present

BEST FINANCIAL LIFE

RIA

CRD#: 221526

Danville, CA

Past

July 11, 2008 - September 8, 2014

SVB ASSET MANAGEMENT

RIA

CRD#: 124567

SAN FRANCISCO, CA

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

California
(5/21/2015)

IAR

Florida
(8/9/2024)

IAR

Texas
(3/29/2024)

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

Current Firm

BEST FINANCIAL LIFE

BEST FINANCIAL LIFE | JWM WEALTH MANAGEMENT, LLC

CRD#: 221526 / SEC#:

California

Registered Investment Advisory firm - (5/21/2015 Approved)

Florida

Registered Investment Advisory firm - (8/9/2024 Approved)

Texas

Registered Investment Advisory firm - (3/28/2024 Conditional Restricted)

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Contact information

Main Address

Melbourne Beach, FL

Mailing Address

5220 Highway 1 Unit 104-112, Vero Beach, FL 32967

Phone number

(925) 389-3889

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	72
AUM (Assets Under Management)	$ 31,200,000

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Joseph W. Morgan

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Wade Morgan's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEST FINANCIAL LIFE

SVB ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

BEST FINANCIAL LIFE

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BEST FINANCIAL LIFE

TRUST BUT VERIFY

Contact information

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