David Sean Morgan
Compliance Officer at JMG Financial Group Ltd.
Profile
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.
David Sean Morgan active positions
Companies | Position | Start |
---|---|---|
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 | 1995-12-31 |
Former positions of David Sean Morgan
Companies | Position | End |
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Pricewaterhouse LLP | Corporate Officer/Principal | - |
Training of David Sean Morgan
University of Michigan | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 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 |
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