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).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $211,059
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at James Morgan Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James H. Morgan
CRD#: 839120
1900 Wazee Street, Suite 300, Denver, CO 80202
96
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.