Benjamin Morgan
Benjamin Morgan is a registered investment advisor at Packerland Brokerage Services, INC., based in Garden Grove, CA, with 8 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,868 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Packerland offers several investment management programs with fees structured as a percentage of your portfolio, billed in advance on a quarterly basis. Because the firm works with various third-party platforms and money managers, specific fee schedules are negotiated directly between you and your investment advisor representative. Depending on the program selected—such as individual portfolio management, co-advisory programs, or unified managed accounts—fees may be bundled to cover advisory, custodial, and trading services, or charged separately. There are no account minimums required by Packerland itself to open an advisory account, though specific third-party programs or model portfolios may have their own minimum investment requirements.
Location
Garden Grove, CA
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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
Benjamin is a member of Jade Stone Properties LLC (family residential real estate) and Building Trades Network (non-profit construction trades networking group), requiring minimal time. Benjamin also works as an agent for QX Financial, dedicating nearly full-time hours to selling various insurance products and annuities, and owns Merlin Financial Services, dedicating about 10-20% of his time to delivering online training courses and support services to financial service professionals.
Employment History
Current Registrations
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
State Registrations6 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.
Exams
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