Morgan Washburn (CRD# 7738784) is an Investment Advisor Representative working at Edward Jones in Richland, MI and has 1 year of experience in the finance industry.
CRD# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jun 2023 - Current | < 1 |
| Kalsee Credit Union | Kalamazoo, MO | Oct 2022 - May 2023 | < 1 |
| Arbor Financial Credit Union | Portage, MI | Aug 2018 - Sep 2022 | 4 |
| Western Michigan University | Kalamazoo, MI | Sep 2017 - Apr 2022 | 4 |
| Arby's Corporation | Paw Paw, MI | Jun 2016 - Jul 2018 | 2 |
| Paw Paw District Library | Paw Paw, MI | May 2016 - Aug 2016 | < 1 |
| Unemployed | Paw Paw, MI | May 2013 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- 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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