Joseph Morgan, financial advisor Dinuba CA

Joseph Morgan

CRD Number: 2822025
Current Firm: Cwm, LLC

Joseph Morgan (CRD# 2822025) is an Investment Advisor Representative working at Cwm, LLC in Dinuba, CA and has over 27 years of experience in the finance industry. Joseph Morgan 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.

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Professional Designations
Company Name Location Dates Years
Morgan Wealth Dinuba, CA Apr 2019 - Current 4
Cwm, LLC Omaha, NE Apr 2019 - Current 4
Dinuba Mennonite Brethren Church Dinuba, CA Jun 2016 - Current 7
Morgan Wealth Management Dinuba, CA Nov 2002 - Current 21
Cetera Advisor Networks El Segundo, CA Apr 2019 - Jun 2023 4
Immanuel Schools Reedley, CA Jun 2016 - Jul 2019 3
Lpl Financial, LLC Dinuba, CA Nov 2002 - Apr 2019 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1997
S65 NASAA Investment Advisors Law Examination Jan 2000
Contact Info for Joseph P. Morgan
Phone Number: 402-330-0808
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    19,944
    MILLIONS
  • Total Number of Accounts
    96,956
    ACCOUNTS
  • Average Account Value
    $205,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY

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