Jonathan F. Morrison

SHP WEALTH MANAGEMENT

Plymouth, MA 02360

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CRD#: 7597066

Professional summary

Jonathan Francis Morrison, who also goes by Jonathan Morrison, is a registered financial advisor currently at SHP WEALTH MANAGEMENT, LLC located in Plymouth, Massachusetts.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jonathan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan Morrison

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.

1. Rams Baseball Club - I coach a 14u baseball team. This does not take place during market hours and I make around $7,000.00 per year in this role.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Francis Morrison'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

April 3, 2025 - Present

SHP WEALTH MANAGEMENT, LLC

Office #1: 225 Water St Suite C210, Plymouth, MA 02360

RIA

CRD#: 174697

Plymouth, MA

Past

November 14, 2024 - March 17, 2025

LPL ENTERPRISE, LLC

RIA

CRD#: 8733

WARWICK, RI

Past

November 14, 2024 - March 17, 2025

LPL ENTERPRISE, LLC

CRD#: 8733

WARWICK, RI

Past

July 17, 2023 - November 14, 2024

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

WARWICK, RI

Past

May 10, 2023 - November 14, 2024

PRUCO SECURITIES, LLC.

CRD#: 5685

WARWICK, RI

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".

SHP WEALTH MANAGEMENT, LLC

SHP FINANCIAL | SHP WEALTH MANAGEMENT, LLC | SHP FINANCIAL WEALTH MANAGEMENT LLC

CRD#: 174697 / SEC#: 801-108679

RIA

Registered Investment Advisory firm - (11/29/2016 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

Massachusetts
(4/3/2025)

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

IAR

Series 66

Date: 6/22/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/10/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/27/2023

Securities Industry Essentials Examination

Current Firm

SHP WEALTH MANAGEMENT, LLC

SHP FINANCIAL | SHP WEALTH MANAGEMENT, LLC | SHP FINANCIAL WEALTH MANAGEMENT LLC

CRD#: 174697 / SEC#: 801-108679

RIA

Registered Investment Advisory firm - (11/29/2016 Approved)

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Contact information

Main Address

225 Water St Suite C210, Plymouth, MA 02360

Mailing Address

Phone number

(508) 746-2400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - SHP WEALTH MANAGEMENT LLC (11/3/2025)

Regulatory assets under management

Total Number of Accounts	7,093
AUM (Assets Under Management)	$ 1,496,875,252

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.

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Advisor Monitoring

Firm Stability Insights

Jonathan F. Morrison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Francis Morrison's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL ENTERPRISE, LLC

LPL ENTERPRISE, LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

SHP WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/22/2023

Series 7TO

Date: 5/10/2023

SIE

Date: 3/27/2023

Current Firm

SHP WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHP WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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