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CJ Morgan

CJ Morgan

Financial Consultant

Followers of CJ Morgan3000 followers
location of CJ MorganGreater Chicago Area

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  • Timeline

  • About me

    Financial Advisor at Benjamin F. Edwards & Co.

  • Education

    • Carroll College

      2000 - 2005
      Mathematics Mathematics

      Activities and Societies: Soccer

  • Experience

    • A.G. Edwards & Sons, Inc.

      Jan 2006 - May 2008
      Financial Consultant

    • Wachovia Securities Financial Network

      May 2008 - Dec 2008
      Financial Advisor

    • Wells Fargo

      Dec 2008 - Apr 2009
      Financial Advisor

    • Stifel Financial Corp.

      Apr 2009 - Nov 2017
      Financial Advisor Associate - Stifel

      Our wealth management group has a client first philosophy. We try to meet our client's objectives through unique, creative, and consistent portfolios. We use all of Stifel's products and services to give our clients the best potential possible towards meeting their goals.

    • Benjamin F. Edwards & Co.

      Nov 2017 - now
      Financial Advisor

      Founded in 2008, Benjamin F. Edwards & Co. is a growing, national wealth management firm that is committed to putting its clients’ interests first. Trust. Integrity. Mutual Respect. These are the principles that guide us as we deliver the informed investment advice you deserve, and the client-first service you expect.

  • Licenses & Certifications

    • Accredited Asset Management Specialist℠ (AAMS®)

      College for Financial Planning
      May 2006

    • Series 66

      FINRA
      Mar 2006

    • Series 7

      FINRA
      Mar 2006

    • Member

      American Mensa
      Jan 2024