John Michael Morgan

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 11/1990 → Present
  Planning & Investment Centers, Inc.
  Metairie, LA
• 04/1998 → Present
  Raymond James Financial Services, Inc.
  Metairie, LA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Metaire, LA
• 04/2016 → 07/2024
  The M Grpup
  Metairie, MA

Other Businesses

(1)Name of Business: Deep Delta Land, LLC Address: 286 Citrus Road, River Ridge, LA, 70123, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/15/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None (2)Name of Business: NA Address: RJFS registerd office address branch 60J, Metairie, LA, 70001, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 01/01/1984 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (3)Name of Business: Planning & Investment Centers, Inc. Address: RJFS registered Branch Location for office 60J, Metairie, LA, 70001, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/1990 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (4)Name of Business: M Wealth Advisors Address: 1 Galleria Blvd Ste 735, Metairie, LA, 70001-7522, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/10/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: New DBA name

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-11-29