Layne R Morgan
Investment adviser representative at Edward Jones
18 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
Are you Layne R Morgan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Edward JonesJun 2025 to now
- Self-employed/lifewiseJul 2023 to Jun 2025
- Sleep Number CorporationAug 2020 to Jun 2025
- Chippewa Valley Real EstateJan 2020 to Jun 2020
- Self-employed/morgan MusicApr 2019 to Dec 2020
- Self-employed/vasayoJan 2017 to Jan 2023
- Self-employed/youngevitySep 2016 to Jun 2025
- Morgan MusicFeb 2008 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2008
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 5574462
- Firm CRD
- 250