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Inactive

Jonathan Francis Morrison

Shp Wealth Management, LLC

Plymouth, MA

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Current Employers
Shp Wealth Management, Llc

225 Water St Suite C210, Plymouth, MA 02360 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-04-03
  • MA RA
    APPROVED
    Since 2025-04-03

Branch Locations

225 Water St Suite C210, Plymouth, MA 02360 • 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
OrganizationCityStateFromTo
Pruco Securities Llc Warwick RI 02/2023 11/2024
The Wealth Transition Collective Holyoke MA 06/2022 08/2022
Liquors 44 Hadley MA 06/2016 06/2018
Liquors 44 Hadley MA 06/2018 02/2025
The Prudential Insurance Company Of America Warwick RI 07/2023 03/2025
Lpl Enterprise, Llc Warwick RI 11/2024 03/2025
Shp Wealth Management, Llc Plymouth MA 03/2025 Present
Shp Financial, Llc Plymouth MA 03/2025 Present
  • 02/2023 → 11/2024
    Pruco Securities Llc
    Warwick, RI
  • 06/2022 → 08/2022
    The Wealth Transition Collective
    Holyoke, MA
  • 06/2016 → 06/2018
    Liquors 44
    Hadley, MA
  • 06/2018 → 02/2025
    Liquors 44
    Hadley, MA
  • 07/2023 → 03/2025
    The Prudential Insurance Company Of America
    Warwick, RI
  • 11/2024 → 03/2025
    Lpl Enterprise, Llc
    Warwick, RI
  • 03/2025 → Present
    Shp Wealth Management, Llc
    Plymouth, MA
  • 03/2025 → Present
    Shp Financial, Llc
    Plymouth, MA
Previous Registrations
Other Businesses

1. Rams Baseball Club - I coach a 14u baseball team. This does not take place during market hours and I make around $7,000.00 per year in this role.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-22
  • S66 Uniform Combined State Law Examination
    2023-06-22
Other Names
  • Jonathan Morrison

View on SEC IAPD

Other Firms

EDWARD JONES
INTEGRATED WEALTH CONCEPTS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CONDON WEALTH MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
FLAGSHIP HARBOR ADVISORS, LLC
CITIZENS SECURITIES, INC.

Other Investors

NATALIA C. Manning
MARCI PORTER LUCIER
Owen Michael Imparato
Cameron Joseph Iarrobino
COLIN PATRICK CRONIN
Joshua Richard Kosinski
Michael J Bagni
Bradley Parillo

Other Offices

EDWARD JONES · PLYMOUTH, MA
INTEGRATED WEALTH CONCEPTS LLC · PLYMOUTH, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Plymouth, MA
CONDON WEALTH MANAGEMENT, INC. · PLYMOUTH, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Plymouth, MA
LPL FINANCIAL LLC · PLYMOUTH, MA
FLAGSHIP HARBOR ADVISORS, LLC · Plymouth, MA
CITIZENS SECURITIES, INC. · PLYMOUTH, MA

More in Plymouth, MA

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