James Michael Morgan
Investment adviser representative at Choreo, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$19.1BFirm 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
- Pension consulting
Experience
12 years in the industry.
- Choreo, LLCNov 2023 to now
- Bdo Wealth AdvisorsJun 2022 to Oct 2023
- Hefren TillotsonOct 2014 to Jun 2022
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
Choreo, LLC
$19.1BAssets managed
6,891Clients
149Advisers
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
- 6408886
- Firm CRD
- 111221