John Morgan
John M. Morgan, WMS, CFP® Wealth Management Specialist™ Chief Executive Officer

John Morgan brings more than 35 years’ experience to clients in Metairie, New Orleans and throughout the Gulf South. He grew-up in a small close knit community with parents who instilled in him a strong work ethic. His mother taught him the value of being compassionate and sincere, while his father taught him the value of a dollar. Following a client-first tradition, he treats clients as if they were his extended family.

He manages an office of 4 financial advisors who provide investment and financial planning alternatives to individuals planning for retirement, the newly retired, women, physicians, and business owners. The practice focuses on active asset management as well as on financial, retirement, and estate planning.

John is a graduate of Nicholls State University with a bachelor’s degree in business administration. In 1988 he received his CERTIFIED FINANCIAL PLANNER™ designation and in 1999 earned a master’s degree in Wealth Management from the College of Financial Planning. His licenses include Series 7, 24, 51, and 63.

Industry Awards and Community Involvement

In 2023, for the 6th consecutive year, John was named “Forbes Best-In-State Wealth Advisors”.1

Forbes Best-in-State 2022 Logo

In 2019, 2020,2022 and again in 2023, John was named to the Raymond James Financial Services Chairman’s Council. Chairman’s Council membership is based mainly on assets under management, education, credentials, and fiscal year production. (Requalification is required annually.)2

In 2004 through 2016, 2018, and in 2021, John was named to the Raymond James Financial Services Leaders Council. Leader’s Council membership is based mainly on assets under management, and fiscal year production. (Requalification is required annually.)2

Committed to his community, John is past-president of the New Orleans chapter of the International Association for Financial Planning (IAFP). In 2008, John joined other community leaders in graduating from the New Orleans Regional Leadership Institute. NORLI brings together leaders to provide a more thorough understanding of issues and enhanced ability to act for the good of the community. Currently, he serves on the Metropolitan Crime Commission’s board and participates on committees to better improve the local area.

John Morgan has presented financial planning seminars at the University of New Orleans and Delgado Community College. He has spoken at numerous regional corporations and is frequently quoted in local and regional publications on financial planning and wealth management issues

John is a 2003 graduate of “Leadership Jefferson”. He continuously works to improve the business climate and create business initiatives and opportunities, always trying to improve the quality of life in Jefferson Parish.

As an advocate of the Jefferson Performing Arts Society, John is currently a member of the Maestro’s Circle. He helps promote the arts in our community both financially and socially.

John is an avid outdoorsman and he lives in River Ridge with his wife, Jackie, and daughter, Victoria.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

1 The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit for more info.

2Membership is based on prior fiscal year production.  Re-qualification is required annually.  The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance.  No fee is paid in exchange for this award/rating.