Matthew John Morgan

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2015 → 06/2019
  James River Wealth Advisors
  Midlothian, VA
• 02/2016 → 07/2019
  Valmark Securities, Inc.
  Akron, OH
• 02/2016 → 06/2019
  James River Asset Management, Llc
  Midlothian, VA
• 07/2019 → Present
  Commonwealth Financial Network
  Waltham, MA
• 07/2019 → Present
  Cornerstone Wealth
  Williamsburg, VA

Previous Registrations

• 2016-01-22 → 2019-07-19
  James River Asset Management, Llc
  Midlothian, VA

Other Businesses

1. Fixed insurance sales; as of 6/17/2019; 5% time spent during business hours per month; Conducted at branch ; Investment related. 2. Co-owner, Pine Ridge Retreat, LLC; an entity created for the purpose of buying and renting real estate in Macon, NC 27551, as of 11/14/2025; 0% of time spent during business hours; Not conducted at branch; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-05-31
• S65 Uniform Investment Adviser Law Examination
  2016-01-22

Designations

• Certified Financial Planner