James Morgan

Manager

Jim is a Certified Financial Planner™ (http://www.cfp.net), and has more than fifteen years experience in the financial services and investment industry, including employment with Smith Barney, Harris Upham and Merrill Lynch, Pierce Fenner and Smith.

Jim’s education and experience allow him to provide personal money management, as well as broad based and thorough financial planning. He is also an Investment Advisor Representative [1] ,. Jim offers fee only money management and financial planning.
Jim is also an estate attorney, having graduated with a law degree from the University of New Mexico Law School, and has been practicing law for over
20 years. He also graduated with a Masters in Tax Law from Denver
University in 2003.
In his spare time, Jim enjoys fly-fishing, exercise and skiing in the beautiful
Colorado Rockies.

[1] Advisory services offered through James Morgan Asset Management, LLC,  a Colorado Registered Investment Advisor.
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