Jonathan Morgan
Jonathan Morgan is a registered investment advisor at Taelos Financial Partners LLC, based in Apex, NC, with 8 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 125 clients with $7.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.81% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.63% |
| $5M+ | 0.56% |
Fees are negotiable based on potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Location
Apex, NC
Get directionsHistory
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
Jonathan is a licensed insurance agent and can provide advice on insurance policies. However, firm policy prevents him from selling insurance or annuity products to Taelos Financial Partners clients or receiving commissions from such sales, and he spends no time selling these products.
Employment History
Current Registrations
Taelos Financial Partners LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
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.