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Jonathan M
Series 66
Apex, NC
Taelos Financial Partners LLC
Jonathan Morgan is a financial advisor with Taelos Financial Partners LLC in Apex, NC, holding a Series 66 designation and with eight years of industry experience. His prior roles include positions at Securian Financial Services Inc, VAM Partners, and Edward Jones Investments. Morgan is a licensed insurance agent but does not sell commission-compensated insurance or annuity products to clients. Taelos Financial Partners provides asset management and financial planning services to individual clients, family trusts, and estates, with a focus on value-oriented investing and strategic asset allocation. The firm operates under a fiduciary standard and offers discretionary portfolio management as well as educational seminars on retirement and business succession.
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