Unclaimed Profile

John David Morgan

VERDENCE CAPITAL ADVISORS, LLC·HUNT VALLEY, Maryland

SIE, Series 7, Series 31, Series 63, Series 65Clean record27 years registeredVERDENCE CAPITAL ADVISORS, LLC

50 SCHILLING ROAD, HUNT VALLEY, MD 21031CRD# 2643921Firm CRD# 288512

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John David Morgan · HUNT VALLEY, MD

Registration

CRD #2643921 · VERDENCE CAPITAL ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

VERDENCE CAPITAL ADVISORS, LLC

Jun 2017 – present

HIGHTOWER ADVISORS, LLC

Apr 2014 – Jun 2017

HUNT VALLEY, MD

WELLS FARGO ADVISORS, LLC

Mar 1999 – Apr 2014

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · March 11, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERDENCE CAPITAL ADVISORS, LLC

CRD 288512 · SEC 801-110722

AUM

$3.3B

Regulatory assets under management

Employees

6,146 client accounts

Services offered by VERDENCE CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VERDENCE CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does John David Morgan offer?

John David Morgan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HUNT VALLEY, Maryland for a consultation.

What are John David Morgan's credentials?

John David Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John David Morgan located?

John David Morgan is based in HUNT VALLEY, Maryland, working with VERDENCE CAPITAL ADVISORS, LLC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.

How does John David Morgan charge for services?

John David Morgan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERDENCE CAPITAL ADVISORS, LLC?

VERDENCE CAPITAL ADVISORS, LLC has approximately 47 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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