John Phillip Morgan

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 03/2022
  Valic Financial Advisors
  Las Vegas, NV
• 03/2022 → Present
  Lpl Financial Llc
  Cedar Rapids, IA

Previous Registrations

• 2015-09-04 → 2022-03-16
  Valic Financial Advisors, Inc.
  Overland Park, KS
• 2013-07-09 → 2015-08-11
  Lawing Financial Inc
  Cedar Rapids, IA
  Overland Park, KS
• 2012-10-31 → 2013-07-31
  Mutual Of Omaha Investor Services, Inc.
  Omaha, NE
  Iowa City, IA

Other Businesses

1) 3/2022- Cedar Rapids Community Schools- Outside/W-2 Employment- High School Track Coach- non-inv. related- Cedar Rapids, IA - start date 2014- 40hrs/mth 2) 04/20/2022 - Elite Wealth Advisors - Investment Related - At Reported Business Location(s) DBA for LPL Business (entity for LPL business) - Start Date - 03/01/2022 - 40 Hours Per Month/8 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-24
• S63 Uniform Securities Agent State Law Examination
  2012-01-09