Merrill
45yrs
Top advisor by experience in Baton Rouge
24yrs
Based in Baton Rouge, Louisiana, Steven Morgan is a fiduciary financial advisor with 24 years of industry experience. Steven has been with J.P. Morgan Securities since 2023; before that, Steven spent six years at Merrill. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 647 advisors with offices in Baton Rouge, and one of 561 fiduciaries.
At a glance
Experience24 years (since 2003)
How that compares ?Top 12% by experience at J.P. Morgan Securities
Office451 Florida St Floor 6, Suite 625, Baton Rouge, LA 70801
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowJ.P. Morgan Securities LLCCurrent firm
- 2003 – 2009MerrillPreviously
Questions to ask Steven
Tailored to Steven’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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
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About Steven
How do I contact Steven?
Call Steven’s local office at (225) 332-4331 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Steven Morgan.
How long has Steven been a financial advisor?
Steven has been in the industry since 2003, about 24 years. Top 12% by experience at J.P. Morgan Securities.
What licenses does Steven hold?
Series 66. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Steven 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.
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