Inactive

Jonathan Brian Morgan

Taelos Financial Partners LLC

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Current Employers

Taelos Financial Partners Llc

Apex, NC • United States

Current Registrations

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

NC RA
APPROVED

Since 2022-07-01

Branch Locations

Apex, NC • 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
Edward Jones Investments	Cary	NC	07/2017	12/2020
Stibo Systems	Raleigh	NC	03/2016	02/2017
Securian Financial Services Inc	Raleigh	XX	12/2020	03/2022
Vam Partners (Virginia Asset Management, Llc)	Raleigh	NC	12/2020	03/2022
Not Employed	Apex	NC	03/2017	06/2017
Taelos Financial Partners Llc	Apex	NC	06/2022	Present
Taelos Financial Partners Llc	Apex	NC	03/2022	Present

07/2017 → 12/2020

Edward Jones Investments

Cary, NC
03/2016 → 02/2017

Stibo Systems

Raleigh, NC
12/2020 → 03/2022

Securian Financial Services Inc

Raleigh, XX
12/2020 → 03/2022

Vam Partners (Virginia Asset Management, Llc)

Raleigh, NC
03/2017 → 06/2017

Not Employed

Apex, NC
06/2022 → Present

Taelos Financial Partners Llc

Apex, NC
03/2022 → Present

Taelos Financial Partners Llc

Apex, NC

Previous Registrations

2020-12-09 → 2022-03-25

Securian Financial Services, Inc.

Midlothian, VA

Raleigh, NC
2017-09-15 → 2020-12-01

Edward Jones

Apex, NC

St Louis, MO

Holly Springs, NC

Fuquay Varina, NC

Cary, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-09-14

S66 Uniform Combined State Law Examination

2017-09-14

Other Names

J Brian Morgan
Brian Morgan

View on SEC IAPD

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