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MJ

Morgan R. Janssen

JANSSEN PARTNERS
Fairfield, IA 52556
Some features on this profile are disabled
CRD#: 6082900
MJ

Professional summary

Morgan Robert Janssen, who also goes by Morgan Robert Janssen, Morgan Janssen, is a registered financial professional currently at JANSSEN PARTNERS, INC. located in Fairfield, Iowa.

Morgan is registered as a RR (Registered Representative) and started their career in finance in 2014. Morgan has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Morgan Robert Janssen | Morgan Janssen

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 Morgan Robert Janssen'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 17, 2025 - Present

JANSSEN PARTNERS, INC.

Office #1: 1010 North B Street, Fairfield, IA 52556
BD
CRD#: 43940
Fairfield, IA
Past

August 10, 2022 - October 2, 2023

EXOS SECURITIES LLC

BD
CRD#: 298276
NEW YORK, NY
Past

July 24, 2015 - July 31, 2022

KATALYST SECURITIES LLC

BD
CRD#: 112494
NEW YORK, NY
Past

March 3, 2015 - June 24, 2015

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
NEW YORK, NY
Past

December 4, 2014 - March 3, 2015

JANSSEN PARTNERS, INC.

BD
CRD#: 43940
FAIRFIELD, IA

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
New York
(7/18/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 10/20/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/28/2014
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

JP
JANSSEN PARTNERS, INC.
JANSSEN INVESTMENTS, INC. | JANSSEN PARTNERS, INC.

CRD#: 43940 / SEC#: , 8-50485

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
1010 North B Street, Fairfield, IA 52556
Mailing Address
1010 North B Street, Fairfield, IA 52556
Phone number
(641) 451-9063
Established
Delaware since 08/29/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
JANSSEN, PETER WILLIAMPRESIDENT/CCO/AMLCO/SERIES241041680
BURNAT, ROBERT MARKFINOP1262266

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

JANSSEN PARTNERS, INC.

CRD#: 43940Fairfield, IA 52556

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