John Morgan
John Morgan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Metairie, LA, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
One Galleria Boulevard, Suite 735, Metairie, LA, 70001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John owns Deep Delta Land, LLC, a business he spends minimal time on. He is also a non-variable insurance broker and an owner of Planning & Investment Centers, Inc., dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Lowry Financial Services CorporationBroker
Cardell & Associates, IncorporatedBroker
State Registrations27 states
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