Alvin
Morgan

Jh Advisors

CRD#5288671
Investment Advisor
in Salem, OR

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About this Advisor

Alvin Morgan is a financial advisor based out of Salem, Oregon, with a total of 16 years of industry experience. Morgan works at Jh Advisors. Over the course of their career, they have held roles at Green Wealth Management, LLC, Phillip F. Green, Cpa and Green Newton Jamison Llp. Morgan holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Oregon. Jh Advisors is a financial advisory business operating out of Salem, OR. It has $139 million in assets under management among its 372 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm advises one charitable organizations. Of its 372 client accounts, 34% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees typically vary depending on which services the firm provides the client. Fee types charged by Jh Advisors most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2150 Commercial Street Se Suite 200
Salem, OR 97302

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Jh Advisors Brokerage Details

Total Assets Under Management

$139,179,424

OR Average: $1,120,203,312
Total Number of Employees

6

OR Average: 50
Total Number of Accounts

372

OR Average: 1,309
Average Account Size

$374,138

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Alvin Morgan Work History

Alvin has been registered as a financial advisor for 16 years.*

2013 - Present (11 years)

Green Newton Jamison Llp

2007 - Present (17 years)

Green Wealth Management, LLC

2006 - 2013 (7 years)

Phillip F. Green, Cpa

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alvin Morgan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Jh Advisors

Mathew Wynn
Salem, OR
Kenneth Newton
Salem, OR
Steven Jamison
Salem, OR
Alvin Morgan
Salem, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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