![David Sean Morgan](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
David Sean Morgan
Compliance Officer bij JMG Financial Group Ltd.
Profiel
Mr. David S.
Morgan, CPA, is a Principal at JMG Financial Group Ltd.
He has extensive experience in income tax planning, investment portfolio design, advanced estate planning, and retirement planning.
Prior to joining JMG, Mr. Morgan worked at Price Waterhouse for nine years, specializing in financial planning, and then spent two years as an employee-advisor to the shareholders of a closely-held company.
He has been quoted on financial planning topics in the Wall Street Journal, and has conducted numerous financial planning seminars and workshops.
Mr. Morgan holds a BA in Economics from the University of Michigan.
He is a CPA, a Certified Financial Planner professional, and a Certified Divorce Financial Analyst.
He is a member of the National Association of Personal Financial Advisors and the American Institute of Certified Public Accountants.
Actieve functies van David Sean Morgan
Bedrijven | Functie | Begin |
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JMG Financial Group Ltd.
![]() JMG Financial Group Ltd. Investment ManagersFinance JMG Financial Group Ltd. (JMG) is an independent, fee-only wealth management firm headquartered in Downers Grove, Illinois. Founded in 1984, JMG provides comprehensive and customized wealth management services for high net worth individuals and families. | Compliance Officer | 01-01-1996 |
Eerdere bekende functies van David Sean Morgan
Bedrijven | Functie | Einde |
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Pricewaterhouse LLP | Corporate Officer/Principal | - |
Opleiding van David Sean Morgan
University of Michigan | Undergraduate Degree |
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Bedrijven in privébezit | 2 |
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JMG Financial Group Ltd.
![]() JMG Financial Group Ltd. Investment ManagersFinance JMG Financial Group Ltd. (JMG) is an independent, fee-only wealth management firm headquartered in Downers Grove, Illinois. Founded in 1984, JMG provides comprehensive and customized wealth management services for high net worth individuals and families. | Finance |
Pricewaterhouse LLP | Commercial Services |