Jonathan Morgan
Taelos Financial Partners · Apex, North Carolina
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.
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Specialties
Facts
| Firm | Taelos Financial Partners |
|---|---|
| Based in | Apex, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $11.1M across 131 accounts |
| SEC registration | Investment adviser representative in NC · CRD 6813169 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | taelosfinancial.com |
How Jonathan's firm compares
- Taelos Financial Partners's average account is about $84,000, from its Form ADV (assets managed divided by 131 accounts).
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Questions about Jonathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Taelos Financial Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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