Jon Morgan

Jon Morgan

Principal

Phone: (614) 888-2117
Fax: (614) 888-2023
E-mail:

Jon Morgan started his practice in 1989. He joined forces with Lew Shore to form Shore Morgan Financial Advisors in 1995, and he was appointed President of the firm in 1996. With over 20 years financial experience and his Series 7 and 63 registrations, Jon’s passion is to help individuals and business owners work toward their strategic financial planning goals. Today, as a Principal of Shore Morgan Young, he continues to use his in-depth knowledge and experience to help create appropriate strategies for his clients and oversee a multi-disciplinary team of financial planning experts. Together they offer a full range of services to help meet any wealth management need. 

Jon received a Bachelor of Science in Business Administration from The Ohio State University, and is active in many community organizations.