John Morgan
John Morgan is a registered investment advisor at LPL Financial LLC, based in Cedar Rapids, IA, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Cedar Rapids, IA
Get directionsHistory
Regulatory History (1)
Judgment / Lien
June 2025Other Business Activities
John works as a high school track coach for Cedar Rapids Community Schools since 2014, dedicating about a quarter of his time. He also operates Elite Wealth Advisors as a DBA for his LPL business, spending about a quarter of his time, including 8 hours during securities trading.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Lawing Financial INC
Cambridge Investment Research, INC.Broker
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
American Landmark Securities, INC.Broker
Texakoma Financial, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.