Gregory R. Johnson

MOR WEALTH MANAGEMENT

PHILADELPHIA, PA 19107

Some features on this profile are disabled

CRD#: 6744474

Professional summary

Gregory Roy Johnson, who also goes by Gregory Roy Johnson, Gregory R Johnson, Gregory Johnson, is a registered financial advisor currently at MOR WEALTH MANAGEMENT, LLC located in Philadelphia, Pennsylvania.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Gregory has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregory Roy Johnson | Gregory R Johnson | Gregory Johnson

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 Gregory Roy Johnson'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

June 27, 2025 - Present

MOR WEALTH MANAGEMENT, LLC

Office #1: 100 E Penn Square Suite 400, Philadelphia, PA 19107

RIA

CRD#: 333022

PHILADELPHIA, PA

Past

May 2, 2024 - July 1, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Philadelphia, PA

Past

March 23, 2023 - April 15, 2024

RIVERSEDGE ADVISORS

RIA

CRD#: 298390

WILMINGTON, DE

Past

January 12, 2018 - February 12, 2021

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEWARK, DE

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".

MOR WEALTH MANAGEMENT, LLC

CRD#: 333022 / SEC#: 801-133014

RIA

Registered Investment Advisory firm - (6/16/2025 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

Pennsylvania
(6/27/2025)

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

State Security Law Exam

Series 63

Date: 2/16/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/12/2018

General Securities Representative Examination

Current Firm

MOR WEALTH MANAGEMENT, LLC

CRD#: 333022 / SEC#: 801-133014

RIA

Registered Investment Advisory firm - (6/16/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

100 E Penn Square Suite 400, Philadelphia, PA 19107

Mailing Address

Phone number

(267) 930-8300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A AUGUST 2025 (8/22/2025)

Regulatory assets under management

Total Number of Accounts	826
AUM (Assets Under Management)	$ 380,174,883

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.

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Feasterville, PA

Dustin Willing

KESTRA ADVISORY SERVICES, LLC

IAR

Wayne, PA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gregory R. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Roy Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOR WEALTH MANAGEMENT, LLC

COMMONWEALTH FINANCIAL NETWORK

RIVERSEDGE ADVISORS

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

MOR WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/16/2018

SIE

Date: 10/1/2018

Series 7

Date: 1/12/2018

Current Firm

MOR WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MOR WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors