Edward Jones - Financial Advisor: Jeff Morgan, CEPA®
Why pick this one
Jeff Morgan is a CEPA® financial advisor serving clients with $250,000 plus in Hampstead, with focus areas including entrepreneurs and estate strategies.
Best for
- Entrepreneurs and business owners
- Clients seeking wealth strategies
- Clients seeking estate and legacy strategies
- Military professionals and veterans
- Clients with $250,000 or more to invest
Look elsewhere if
- Clients planning to invest less than $250,000
Specialties
- Wealth strategies
- Estate and legacy strategies
- Exit planning
Certifications
- Certified Exit Planning Advisor® (CEPA®)
What makes them different
- Accepting new clients
- Serving clients with $250,000 plus
- Focus areas include entrepreneurs and business owners
- Focus areas include military professionals and veterans
- Focus areas include estate and legacy strategies
Distilled from this business's own website.
Contact & Location
- Address
- 14057 US Hwy 17 N, Suite 140, Hampstead, NC 28443
- Phone
- 9104000507
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jeff.morgan@edwardjones.com
Services
- Financial advising
- Wealth strategy planning
- Estate and legacy strategy planning
- Investment account opening
- Financial strategy reviews