Joseph Kenney Morgan

Current Employers

Employment History

• 06/1992 → 01/2025
  Lincoln Financial Advisors Corporation
  Towson, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Towson, MD

Previous Registrations

• 1997-06-26 → 2025-01-24
  Osaic Fa, Inc.
  Towson, MD
  Vienna, VA
  Towson, MD
  Towson, MD

Other Businesses

1) J K MORGAN INC. 210 ALLEGHENY AVENUE, SUITE 310 TOWSON, MD 21204 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: SOLE OWNER DUTIES: ENTITY CREATED FOR TAX PURPOSES START DATE: 01/01/2001 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 2) HERITAGE FINANCIAL CONSULTANTS, LLC 210 ALLEGHENY AVENUE, SUITE 310 TOWSON, MD 21204 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT & HEALTH INSURANCE, COMMISSION BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED AND INDEXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, LIFE SETTLEMENTS, LONG TERM CARE INSURANCE, PROPERTY AND CASUALTY INSURANCE AND TRADITIONAL LIFE INSURANCE START DATE: 01/1992 HOURS PER MONTH: 50 HOURS PER MONTH DURING TRADING HOURS: 50 3) BLUE HARBOR BENEFITS, LLC 210 ALLEGHENY AVENUE, SUITE 310 TOWSON, MD 21204 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: OWNER DUTIES: OFFERS HEALTH INSURANCE AND COMMISSION-BASED GROUP BENEFITS START DATE: 01/2017 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 4) THE MORGAN FAMILY FOUNDATION 210 ALLEGHENY AVENUE SUITE 310 TOWSON, MD 21204 CATEGORY: LEGAL ENTITY INVESTMENT-RELATED: NO TITLE: OWNER DUTIES: RAISE MONEY FOR DYSLEXIC SCHOOLS AND PROGRAMS IN MARYLAND. START DATE: 10/2022 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 5) DYSLEXIA TUTORING PROGRAM POSITION: board member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2025 ADDRESS: 711 W 40th St, Ste 310, Baltimore MD 21211, United States DESCRIPTION: Board member, helping the non-profit grow 6) BLUE HARBOR BENEFITS LLC POSITION: Owner NATURE: To provide a full range of group health insurance and employee benefits for small to Large businesses. Blue Harbor Benefits, LLC is 100% owned by JK Morgan, which is 100% owned by Joe Morgan myself. Our website indicates we have partners in Blue Harbor. There are several brokers that own their own book of business inside of Blue Harbor. They do not own Blue Harbor Benefits, LLC at all, the staff is 100% employed by myself. INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 120 START DATE: 02/01/1999 ADDRESS: 210 Allegheny Ave, Suit 310, Towson MD 21204, United States DESCRIPTION: Provide health insurance for small to large business, Manage the staff and account managers that run our book of business.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-05-29
• S65 Uniform Investment Adviser Law Examination
  1997-01-31