Sarah Jean Morgan
Investment adviser representative at Focus Financial
13 yearsExperience
1 stateRegistered in
$6.8BFirm assets
16 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 feeOther
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
13 years in the industry.
- Focus FinancialJan 2026 to now
- Focus Financial Network Inc.Jul 2025 to now
- Osaic Wealth Inc.Jul 2025 to now
- Northwestern Mutual Wealth Management CompanyMay 2024 to Jul 2025
- Northwestern Mutual Investment Services LLCAug 2023 to Jul 2025
- Northwestern Mutual Life Insurance CompanyAug 2023 to Jul 2025
- Mark HeurungJun 2022 to Aug 2023
- University of Minnesota CrookstonFeb 2017 to Jun 2022
- North Dakota State UniversityMar 2013 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
Focus Financial
Legal name: Focus Financial Network, Inc.
$6.8BAssets managed
13,684Clients
121Advisers
16 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
- 7582469
- Firm CRD
- 116140