Advisor at Taelos Financial Partners LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Taelos Financial Partners LLC
Location
Apex, NC
Credentials
Series 66
Industry experience
8 years
Jonathan Morgan is a financial advisor at Taelos Financial Partners LLC in Apex, NC, with eight years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones Investments, VAM Partners, and Securian Financial Services. Morgan is a licensed insurance agent but does not sell commission-based insurance or annuity products to clients. Taelos Financial Partners serves individual clients, including family trusts and estates, providing asset management, financial planning, and retirement-account rollover advice. The firm emphasizes value investing with a long-term approach, utilizing tactical and strategic asset allocation, and offers educational seminars and workshops.
Based on Taelos Financial Partners LLC
Based on Taelos Financial Partners LLC
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.95% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.81% annually $3,000,001 - $4,000,000: 0.70% annually $4,000,001 - $5,000,000: 0.63% annually $5,000,001+: 0.56% annually
$150 per hour for financial planning services
Minimum fee: Minimum fee generally charged for financial planning services is $300 Fee-only: Financial planning services charged at $150 per hour
Apex, NC
North Carolina
Taelos Financial Partners LLC
2022 - Present (4 years)
Taelos Financial Partners LLC
2022 - Present (4 years)
Securian Financial Services Inc
2020 - 2022 (2 years)
VAM Partners (Virginia Asset Management, LLC)
2020 - 2022 (2 years)
Edward Jones Investments
2017 - 2020 (3 years)
Not Employed
2017 - 2017 (1 year)
Stibo Systems
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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