Jonathan Michael Morgan
Investment adviser representative at Holderness Investments Co
15 yearsExperience
2 statesRegistered in
CFADesignation
$660.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Holderness Investments CompanyFeb 2024 to now
- Mcshane PartnersAug 2022 to Feb 2024
- Sp Capital Management LLCSep 2014 to Oct 2022
- Simarian Enterprises LLC d/b/a Simarian ResearchAug 2011 to Oct 2022
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Holderness Investments Co
$660.7MAssets managed
339Clients
6Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2789505
- Firm CRD
- 106530