Stifel, Nicolaus & Company
46yrs
Top advisor by experience in Hunt Valley
31yrs
John Morgan has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Hunt Valley, Maryland. After three years at Hightower Advisors and 15 years at Wells Fargo Advisors, John joined Verdence Capital Advisors in 2017, a firm offering financial planning, investment management, and selecting outside investment managers. Verdence Capital Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 646 advisors with offices in Hunt Valley, and one of 609 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 14% by experience in Maryland
Office50 Schilling Road Suite 300, Hunt Valley, MD 21031
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.41 million
Advisors at the firm42
States licensed ?1 state
Services through Verdence Capital Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowVerdence Capital Advisors, LLCCurrent firm
- 2014 – 2017Hightower Advisors, LLCPreviously
- 1999 – 2014Wells Fargo Clearing Services, LLCPreviously
Contact John
(410) 472-5380Verdence Capital Advisors main office 50 Schilling Road Suite 300Hunt Valley, MD 21031Office · Get directions Firm websiteHTTPS://WWW.VERDENCE.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call Verdence Capital Advisors at (410) 472-5380 and ask for John Morgan. John works from the Hunt Valley, MD office.
How long has John been a financial advisor?
John has been in the industry since 1995, about 31 years. Top 14% by experience in Maryland.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Verdence Capital Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Merrill
46yrs
Top 1% by experience in Hunt Valley
UBS Financial Services
45yrs
Top 1% by experience in Hunt Valley
RBC Capital Markets
45yrs
Top 1% by experience in Hunt Valley
Merrill
45yrs
Top 1% by experience in Hunt Valley
Stifel, Nicolaus & Company
44yrs
Top 1% by experience in Hunt Valley