Unclaimed Profile

Matthew Henry Johnson

MORTON WEALTH MANAGEMENT LLC·GREENSBORO, North Carolina

Series 6, Series 7, Series 63, Series 65CFPClean record17 years registeredMORTON WEALTH MANAGEMENT LLC

628 GREEN VALLEY ROAD, SUITE 206, GREENSBORO, NC 27408CRD# 5484106Firm CRD# 111471

Profile Verification

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

Identity

Matthew Henry Johnson · GREENSBORO, NC

Registration

CRD #5484106 · MORTON WEALTH MANAGEMENT LLC · 17 years registered

Brand Profile

Not yet started

Career History

DEFINING LEGACY ADVISORS

Dec 2018 – present

MORTON WEALTH MANAGEMENT LLC

Mar 2011 – Dec 2018

GREENSBORO, NC

THRIVENT INVESTMENT MANAGEMENT INC.

Oct 2009 – Nov 2010

KERNERSVILLE, NC

FIRST COMMAND FINANCIAL PLANNING, INC.

Sep 2008 – Oct 2009

MOORESVILLE, NC

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · September 8, 2008

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MORTON WEALTH MANAGEMENT LLC

CRD 111471 · SEC 801-56673

AUM

$427M

Regulatory assets under management

Employees

1,334 client accounts

Services offered by MORTON WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MORTON WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Henry Johnson offer?

Matthew Henry Johnson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENSBORO, North Carolina for a consultation.

What are Matthew Henry Johnson's credentials?

Matthew Henry Johnson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Henry Johnson located?

Matthew Henry Johnson is based in GREENSBORO, North Carolina, working with MORTON WEALTH MANAGEMENT LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.

How does Matthew Henry Johnson charge for services?

Matthew Henry Johnson's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MORTON WEALTH MANAGEMENT LLC?

MORTON WEALTH MANAGEMENT LLC has approximately 9 employees and manages $427M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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