Shane Morrison (CRD# 2364988) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Columbus, OH and has over 30 years of experience in the finance industry. Shane Morrison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Jpmorgan Chase Bank, N.a. | Brooklyn, NY | Mar 2019 - Current | 5 |
Jpmorgan Securities, LLC | Brooklyn, NY | Mar 2019 - Current | 5 |
Morgan Stanley Services Group Inc. | New York, NY | Mar 2017 - Feb 2019 | 1 |
Morgan Stanley | New York, NY | Jul 2016 - Feb 2019 | 2 |
Capital One Sharebuilder, Inc. | Melville, NY | Jan 2015 - Jul 2016 | 1 |
Sharebuilder 401k | Seattle, WA | Jan 2015 - Jul 2016 | 1 |
Capital One Bank | Melville, NY | Jan 2010 - Jul 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1994 |
S65 | NASAA Investment Advisors Law Examination | Aug 1998 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
- NJ
- NY
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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