Joe Morgan
JWM Wealth Management, LLC · Danville, California
Joe Morgan is a fee-only financial advisor at JWM Wealth Management, LLC in Danville, California, who holds the CFP and CFA credentials. JWM Wealth Management, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | JWM Wealth Management, LLC |
|---|---|
| Based in | Danville, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $45.5M across 84 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, FL, TX · CRD 4816078 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Joe's firm compares
- JWM Wealth Management, LLC's average account is about $542,000, from its Form ADV (assets managed divided by 84 accounts).
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Questions about Joe
Is Joe Morgan a fee-only financial advisor?
Yes. Joe Morgan is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Joe's firm.
How does Joe charge for financial advice?
Joe's firm, JWM Wealth Management, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joe Morgan based?
Joe Morgan is based in Danville, California.
What credentials does Joe Morgan hold?
Joe Morgan holds the CFP and CFA credentials.
Is Joe Morgan registered with the SEC?
Yes. Joe Morgan is registered as an investment adviser representative in CA, FL and TX (CRD 4816078), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does JWM Wealth Management, LLC manage?
JWM Wealth Management, LLC reports $45.5M across 84 accounts in assets under management.
How do I contact Joe Morgan?
Contact details aren't on file yet. Search for JWM Wealth Management, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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