John M. Morgan,  CFP<sup>&reg;</sup> - Financial Advisor

John M. Morgan, CFP®

WMs,

Branch Owner

Raymond James Financial Services, Inc.

One Galleria Blvd, Ste 735
Metairie, LA 70001
FINANCIAL ADVISOR'S WEBSITE
(504) 837-1733 x 103

General

John Morgan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Raymond James Financial Services, Inc. in Metairie, LA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Masters in Wealth Management

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources