JM
John Morgan
BEACON GLOBAL ADVISOR NETWORK
WELWYN, HERTS,,
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CRD#: 7234440
JM
Professional summary
John Morgan is a registered financial advisor currently at BEACON GLOBAL ADVISOR NETWORK, LLC .
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. John has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view John 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®
NoneExperience
Current
February 23, 2026 - Present
BEACON GLOBAL ADVISOR NETWORK, LLC
RIA
CRD#: 288833
WELWYN, HERTS,,
Past
March 31, 2020 - December 24, 2025
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
RIA
CRD#: 289142
Windsor,
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".
BG
BEACON GLOBAL ADVISOR NETWORK, LLC
1.618 FINANCIAL SERVICES | XL BUSINESS | WHITEKNIGHT WEALTH US | WHITE KNIGHT | W1 INVESTMENT GROUP USA | W1 INVESTMENT GROUP | UNITED MANAGEMENT | TITAN WEALTH INTERNATIONAL (USA) | TITAN FINANCIAL | THE WEALTH GENESIS | THE ARLO GROUP LIMITED | SKYBOUND WEALTH MANAGEMENT | SILVERHALL GLOBAL WEALTH | RP FINANCIAL GROUP | ROSEFINCH INVESTMENT ADVISORS | ROBUSTO ASSET MANAGEMENT | RENASCENCE & PARTNERS LLC | PYRMONT INTERNATIONAL LTD | PEREGRINE & BLACK | PARATUS WEALTH | MWC GROUP | LOADSTONE GROUP, LTD | KMI CONSULTANTS | INVESTMENTS FOR EXPATS | IFS HONG KONG | HOLBORN ASSETS, LTD | HEADWAY WEALTH | HARRISON BROOK | FUTURE START FINANCIAL PLANNING | FOSTER WEALTH ADVISORS | FORTEM ADVISORS | FERREIRA SIMOES ENTERPRISES LTD | EXPAT WEALTH PARTNERS | EBG INTERNATIONAL | DEVERE & PARTNERS SWITZERLAND SA | DELTA FINANCIAL ADVISORS, INC. | CREDENCE INTERNATIONAL FINANCIAL CONSULTANCY LLC | COMBINED GLOBAL INVESTORS | CI ASSOCIATES | CHASE BUCHANAN | CARRICK WEALTH MANAGEMENT | CARRICK INVESTMENT SERVICES | CAMERON JAMES USA | BRIDGE WEALTH MANAGEMENT | BLUE OCEAN GLOBAL WEALTH MANAGEMENT | BLACKPOINT CAPITAL PARTNERS | BEN BUCKLEY FINANCE | BEACON GLOBAL ADVISORS | BEACON GLOBAL ADVISOR NETWORK, LLC | AUSTEN MORRIS ASSOCIATES USA | AUSTEN MORRIS ASSOCIATES | ARLO GROUP | AMERITY FINANCIAL | ALTOR WEALTH MANAGEMENT | ALEXANDER PETER WEALTH MANAGEMENT
CRD#: 288833 / SEC#: 801-110724
RIA
Registered Investment Advisory firm - (7/6/2017 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
Texas(2/23/2026)
Current Firm
BG
BEACON GLOBAL ADVISOR NETWORK, LLC
1.618 FINANCIAL SERVICES | XL BUSINESS | WHITEKNIGHT WEALTH US | WHITE KNIGHT | W1 INVESTMENT GROUP USA | W1 INVESTMENT GROUP | UNITED MANAGEMENT | TITAN WEALTH INTERNATIONAL (USA) | TITAN FINANCIAL | THE WEALTH GENESIS | THE ARLO GROUP LIMITED | SKYBOUND WEALTH MANAGEMENT | SILVERHALL GLOBAL WEALTH | RP FINANCIAL GROUP | ROSEFINCH INVESTMENT ADVISORS | ROBUSTO ASSET MANAGEMENT | RENASCENCE & PARTNERS LLC | PYRMONT INTERNATIONAL LTD | PEREGRINE & BLACK | PARATUS WEALTH | MWC GROUP | LOADSTONE GROUP, LTD | KMI CONSULTANTS | INVESTMENTS FOR EXPATS | IFS HONG KONG | HOLBORN ASSETS, LTD | HEADWAY WEALTH | HARRISON BROOK | FUTURE START FINANCIAL PLANNING | FOSTER WEALTH ADVISORS | FORTEM ADVISORS | FERREIRA SIMOES ENTERPRISES LTD | EXPAT WEALTH PARTNERS | EBG INTERNATIONAL | DEVERE & PARTNERS SWITZERLAND SA | DELTA FINANCIAL ADVISORS, INC. | CREDENCE INTERNATIONAL FINANCIAL CONSULTANCY LLC | COMBINED GLOBAL INVESTORS | CI ASSOCIATES | CHASE BUCHANAN | CARRICK WEALTH MANAGEMENT | CARRICK INVESTMENT SERVICES | CAMERON JAMES USA | BRIDGE WEALTH MANAGEMENT | BLUE OCEAN GLOBAL WEALTH MANAGEMENT | BLACKPOINT CAPITAL PARTNERS | BEN BUCKLEY FINANCE | BEACON GLOBAL ADVISORS | BEACON GLOBAL ADVISOR NETWORK, LLC | AUSTEN MORRIS ASSOCIATES USA | AUSTEN MORRIS ASSOCIATES | ARLO GROUP | AMERITY FINANCIAL | ALTOR WEALTH MANAGEMENT | ALEXANDER PETER WEALTH MANAGEMENT
CRD#: 288833 / SEC#: 801-110724
RIA
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Contact information
Main Address
One Glenlake Parkway Suite 650, Atlanta, GA 30328
Mailing Address
Phone number
(888) 679-6474
Established
Firm type
Fiscal year end
# of Employees
62
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,089 |
| AUM (Assets Under Management) | $ 396,867,180 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
