Alexander J Morgan

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 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:

Current Employers

Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2022-07-01

PA RA
APPROVED

Since 2022-07-01

Branch Locations

Erie, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Llc	Erie	PA	05/2021	Present
Wegmans Food Markets	Erie	PA	05/2018	05/2021
The University Of Akron	Akron	OH	08/2017	05/2021
Lowe's Home Improvement	Erie	PA	03/2017	08/2017
Splash Lagoon	Erie	PA	03/2016	09/2016
Mcdowell High School	Erie	PA	08/2013	06/2017

05/2021 → Present

Ameriprise Financial Services, Llc

Erie, PA
05/2018 → 05/2021

Wegmans Food Markets

Erie, PA
08/2017 → 05/2021

The University Of Akron

Akron, OH
03/2017 → 08/2017

Lowe's Home Improvement

Erie, PA
03/2016 → 09/2016

Splash Lagoon

Erie, PA
08/2013 → 06/2017

Mcdowell High School

Erie, PA

Other Businesses

Outside Employment; Loose, Tetuan, Dunn, Bergdahl & Associates; I am an AFA for a P2 AFG group of Ameriprise Financial, LLC.; Manage advisory business; 1704 W 26th St, , Erie, PA, 16508; Investment-Related; 05/31/2021; 60 hours per month; 60 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-06-30

S66 Uniform Combined State Law Examination

2022-06-30

Designations

Certified Financial Planner

Other Names

Alex Morgan
Alexander Joseph Morgan

View on SEC IAPD