Jonathan Francis Morrison

Employer firm

Shp Wealth Management, LLC CRD 174697

$1.92B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 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

• 2024-11-14 → 2025-03-17
  Lpl Enterprise, Llc
  Warwick, RI
• 2023-07-17 → 2024-11-14
  Pruco Securities, Llc.
  Warwick, RI

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

• S66 Uniform Combined State Law Examination
  2023-06-22

Other Names

• Jonathan Morrison