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GM

Garrett P. Morgan

Some features on this profile are disabled
CRD#: 6323889
GM
Garrett Paul Morgan

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Garrett Paul Morgan, who also goes by Garrett P Morgan, Garrett Morgan, was a registered financial professional .

Garrett is a previously registered financial professional and started their career in finance in 2014. Garrett had worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

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.
Independent Insurance Agent While Garret Morgan is a licensed insurance agent with various insurance companies, Madison Partners prohibits Garret Morgan from selling insurance to and generating commissions from Madison Partners' clients according to firm policy.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 4, 2026 - August 13, 2026

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.

Visual representation of state registrations

This advisor is not registered in any state.

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)

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#: 305824

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