Matthew Jeffrey Morgan
Investment adviser representative at Ameriprise Financial Services, LLC
16 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Ameriprise Financial Services, LLCJul 2017 to now
- Raymond James Financial Services Advisors Inc.Jan 2014 to Jul 2017
- Raymond James Financial ServicesSep 2013 to Jul 2017
- Paul M. Bennett LtdJan 2010 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MN).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 6006344
- Firm CRD
- 6363