Julie Morgan has been an investment adviser representative at A & I Financial Services since January 2009, and is not listed among the firm’s executive officers or direct owners. Julie Morgan holds a Bachelor of Science in Journalism from Northwestern University and an International MBA from the University of Denver.
A & I Financial Services, LLC is a Lone Tree, CO firm with $560M under management, 518 clients and 9 advisers in one office, as of its April 2026 filing.
Cameron Morgan is a Financial Advisor of A&I Wealth Management. She has worked in investing and wealth management since 1991, beginning as a financial analyst for HSBC in Bangkok, Thailand, and in 1994 moved to London, where she advised large institutions about investing in Southeast Asia.
Julie Morgan’s longest registration is the current one, 17 years at A & I Financial Services since 2009. Before joining A & I Financial Services in 2009, Julie Morgan was registered through Geneos Wealth Management, Inc. and Intersecurities, Inc.
- A & I Wealth ManagementCurrent– present · 17 yearsLone Tree, CO · Adviser representative · Firm CRD 148357
- Geneos Wealth Management, Inc.– · 3 yearsEnglewood, CO · Adviser representative · Firm CRD 120894
- Intersecurities, Inc.– · under a yearDenver, CO · Adviser representative · Firm CRD 16164
Investment adviser representative registrations
Julie Morgan is registered as an investment adviser representative in Colorado, since January 2009.
- ColoradoSince 13 January 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 1 February 2006 |
| Series 65 | Uniform Investment Adviser Law Examination | 21 November 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 May 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 October 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Julie Cameron Morgan
- CRD
- 4442645
- Firm
- A & I Financial Services · CRD 148357
- Office
- 9605 KINGSTON COURT, SUITE 190, Lone Tree, CO 80112
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- assetsandincome.com
Where does Julie Morgan work?
Julie Morgan is an investment adviser representative registered through A & I Financial Services, LLC since January 2009, and is not listed among the firm’s executive officers or direct owners.
Is Julie Morgan a financial advisor?
Yes. Julie Morgan has a current investment-adviser registration in Colorado, through A & I Financial Services since January 2009.
How many years of experience does Julie Morgan have?
Julie Morgan has 23 years in the financial industry, since May 2003, across 3 adviser firms.
What exams has Julie Morgan passed?
Julie Morgan has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in October 2001. FINRA credited Julie Morgan with the SIE, which began in October 2018.
Where did Julie Morgan work before A & I Financial Services?
Before A & I Financial Services, Julie Morgan was registered through Intersecurities, Inc., February 2006 to February 2007.
Where is Julie Morgan based?
Julie Morgan’s registered office is in Lone Tree, CO.
Is Julie Morgan registered with FINRA?
Yes. Julie Morgan has a current broker registration, under CRD 4442645.
Source: FINRA BrokerCheck
How can I verify Julie Morgan’s record?
Search CRD 4442645 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Julie Morgan’s full registration record.