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Garrett P. Morgan

MADISON PARTNERS | Financial Advisor
Los Angeles, CA
Some features on this profile are disabled
CRD#: 6323889
GM

Professional summary

Garrett Paul Morgan, who also goes by Garrett P Morgan, Garrett Morgan, is a registered financial advisor currently at MADISON PARTNERS located in Los Angeles, California.

Garrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Garrett has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Garrett P Morgan | Garrett 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 Garrett Paul Morgan'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

March 4, 2026 - Present

MADISON PARTNERS

RIA
CRD#: 305824
Los Angeles, CA
Past

October 30, 2025 - February 24, 2026

PROVIDENCE FINANCIAL AND INSURANCES, INC.

RIA
CRD#: 141988
WOODLAND HILLS, CA
Past

January 14, 2025 - November 4, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
DOWNEY, CA
Past

January 14, 2025 - November 4, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
DOWNEY, CA
Past

October 27, 2021 - December 18, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
LOS ANGELES, CA
Past

October 27, 2021 - December 18, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
LOS ANGELES, CA
Past

August 19, 2019 - October 28, 2021

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
WEST HOLLYWOOD, CA
Past

August 19, 2019 - October 28, 2021

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
WEST HOLLYWOOD, CA
Past

November 16, 2018 - August 7, 2019

EDWARD JONES

RIA
CRD#: 250
ENCINITAS, CA
Past

November 16, 2018 - August 7, 2019

EDWARD JONES

BD
CRD#: 250
ENCINITAS, CA
Past

October 31, 2017 - December 10, 2018

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
Vista, CA
Past

October 31, 2017 - December 10, 2018

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Vista, CA
Past

June 27, 2014 - August 24, 2017

MORGAN STANLEY

RIA
CRD#: 149777
RANCHO SANTE FE, CA
Past

May 29, 2014 - August 24, 2017

MORGAN STANLEY

BD
CRD#: 149777
RANCHO SANTE FE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MP
MADISON PARTNERS
MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC

CRD#: 305824 / SEC#: 801-118168

RIA
Registered Investment Advisory firm - (3/4/2020 Approved)

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
(3/4/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/27/2014
Uniform Combined 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: 5/29/2014
General Securities Representative Examination

Current Firm

MP
MADISON PARTNERS
MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC

CRD#: 305824 / SEC#: 801-118168

RIA
Registered Investment Advisory firm - (3/4/2020 Approved)
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Contact information

Main Address
1502 W Broadway Suite 301, Madison, WI 53713
Mailing Address
Phone number
(608) 210-1021
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (20 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MADISON PARTNERS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/5/2026)

Regulatory assets under management

Total Number of Accounts6,213
AUM (Assets Under Management)$ 1,303,110,029

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

MADISON PARTNERS

Financial AdvisorCRD#: 305824Los Angeles, CA

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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