Our People

John Morgan

Role

Investment Adviser Representative

Location

United States

Previous Experience

With over 22 year’s experience within the UK and International Financial Services Sector.  His career started with 10 years at J.P Morgan, trading Futures & Options across all Worldwide Exchanges including UK, US, Australia, Japan, Hong Kong, Germany and France.  For the past 12 years John has been advising Private Offshore Clients.  Specialising in UK Pension transfers into UK based Self Invested Personal Pensions (SIPP) and Offshore solutions, Qualifying Recognised Overseas Pension Schemes (QROPS). Highly qualified to UK and International standards. He is a member of the London Institute of Banking and Finance, Qualified to UK RDR Financial Advisor Compliant standards and North American Securities Administrators Association (NASAA).

Qualifications/Accreditations

  • Series 65 exam — the North American Securities Administrators Association (NASAA) Investment Advisers Law Examination
  • Diploma for Financial Advisers (DipFA) – LIBF
  • SFA Securities and Financial Derivatives Representatives (UK – FSA)
  • CISI 1 & 2

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