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

John M. Morgan, CFP®

WMs,

Branch Owner

M Wealth Advisors / Raymond James

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

General

John Morgan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at M Wealth Advisors / Raymond James 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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