Morgan Jon Weil

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2004 → 09/2019
  Ameriprise Financial Services, Inc.
  Smithtown, NY
• 09/2019 → Present
  Raymond James Financial Services, Inc
  Smithtown, NY
• 09/2019 → Present
  Hendel Wealth Management Group
  Smithtown, NY
• 08/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Smithtown, NY
• 03/2020 → Present
  Hendel Wealth Management Group
  Smithtown, NY

Other Businesses

(1)Name of Business: Hendel Wealth Management Group Address: 95 Smithtown Blvd, Smithtown, NY, 11787, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/02/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: General administration duties as related to a financial services company.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-20
• S63 Uniform Securities Agent State Law Examination
  1999-09-07

Other Names

• Morgan Caufield