Jonathan Francis Morrison
Investment adviser representative at Shp Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$1.9BFirm assets
9 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 assetsHourlyOther
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
10 years in the industry.
- Shp Financial, LLCMar 2025 to now
- Shp Wealth Management, LLCMar 2025 to now
- LPL Enterprise, LLCNov 2024 to Mar 2025
- The Prudential Insurance Company of AmericaJul 2023 to Mar 2025
- Pruco Securities LLCFeb 2023 to Nov 2024
- The Wealth Transition CollectiveJun 2022 to Aug 2022
- Liquors 44Jun 2016 to Feb 2025
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MA).
Shp Wealth Management, LLC
$1.9BAssets managed
2,364Clients
32Advisers
9 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
- 7597066
- Firm CRD
- 174697