# Jonathan Morgan

> Jonathan Morgan is a fee-only financial advisor at Taelos Financial Partners in Apex, North Carolina. Jonathan focuses on small business owners and founders (pre-exit). Taelos Financial Partners reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-morgan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Taelos Financial Partners
- **Based in:** Apex, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $11.1M across 131 accounts
- **Specialties:** Small business owners, Founders (pre-exit)
- **CRD:** 6813169 (https://adviserinfo.sec.gov/individual/summary/6813169)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 66 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://taelosfinancial.com

## Frequently asked questions

### Is Jonathan Morgan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Taelos Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jonathan charge for financial advice?

Jonathan's firm, Taelos Financial Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jonathan Morgan based?

Jonathan Morgan is based in Apex, North Carolina.

### What does Jonathan specialize in?

Jonathan's specialties include small business owners and founders (pre-exit).

### Is Jonathan Morgan registered with the SEC?

Yes. Jonathan Morgan is registered as an investment adviser representative in NC (CRD 6813169), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Taelos Financial Partners manage?

Taelos Financial Partners reports $11.1M across 131 accounts in assets under management.

### How do I contact Jonathan Morgan?

Through Jonathan's website, taelosfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6813169): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.taelosfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.