James Michael Morgan

CRD 6408886 · Choreo, LLC · Columbia, MD

IA RegisteredRegistration inactive

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Inactive
Investment adviser registration: Active
Exams passed: Not yet retrieved from the source record
Registered states: Not yet retrieved from the source record
Years in the industry: Not yet retrieved from the source record
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Choreo, LLC
Firm CRD: 111221
SEC number: 801-57236
Assets under management: $19.1B as of Mar 25, 2026
Website: www.facebook.com/choreoadvisors ↗
Phone: 888-312-2467
Firm location: Rockford, IL, 61107

Employment history (1)

From the source registration record · current first

Choreo, LLCCurrent
Columbia, MD · IA capacity

start not retrieved → present

Source & corrections

Where this page comes from

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