James Morgan Asset Management, LLC
James Morgan Asset Management, LLC (CRD# 282154) is a financial advisory firm headquartered in Denver, CO. They manage $6,331,773 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$211,059
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Morgan (CRD# 839120) is an Investment Advisor Representative working at James Morgan Asset Management, LLC in Denver, CO and has over 9 years of experience in the finance industry. James 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.