Barry Jon Morgan
Investment adviser representative at Focus Partners Wealth, LLC
17 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 yearsFirm in business
Are you Barry Jon 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 assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Focus Partners Wealth, LLCMar 2024 to now
- The Colony Group, LLCMar 2024 to now
- Gw & Wade, LLC.Oct 2009 to Mar 2024
- Gw & Wade Asset Managent Co., LLCOct 2009 to Dec 2023
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (MA).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 5873317
- Firm CRD
- 159289