Barry Jon Morgan

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 10/2009 → 12/2023
  Gw & Wade Asset Managent Co., Llc
  Wellesley, MA
• 10/2009 → 03/2024
  Gw & Wade, Llc.
  Wellesley, MA
• 03/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2018-10-16 → 2024-03-21
  Gw & Wade, Llc
  Wellesley, MA

Exams

• S66 Uniform Combined State Law Examination
  2011-02-15