Morgan Yaw (CRD# 6472320) is an Investment Advisor Representative working at Edward Jones in Plainwell, MI and has over 5 years of experience in the finance industry.
CRD# 5287793
Huntington Financial Advisors
CRD# 2455314
West Michigan Advisors, LLC
CRD# 6573407
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | Saint Louis, MO | May 2018 - Current | 5 |
| Michigan State University Human Resources | East Lansing, MI | Sep 2015 - May 2018 | 2 |
| Edward Jones | St Louis, MO | Apr 2015 - May 2018 | 3 |
| Michigan State University - Full Time Student | East Lansing, MI | May 2014 - May 2018 | 4 |
| Eaton | Galesburg, MI | May 2016 - Aug 2016 | < 1 |
| Otsego High School - Student | Otsego, MI | May 2010 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- MI
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- 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, 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, VI, VT, WA, WI, WV, WY
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