Noah Morgan has been Principal of Acorn Wealth Advisors since July 2025, is a control person of the firm and directly owns under 5% of it. Noah Morgan holds a Bachelor's degree from Wayne State University and a Master of Business Administration in Finance from the University of Michigan.
Acorn Wealth Advisors, LLC is a Grand Blanc, MI firm with $561M under management, 809 clients and 5 advisers across 3 offices, as of its June 2026 filing.
Noah Morgan is a Certified Financial Planner at Acorn Wealth Advisors who works with individuals and families seeking financial independence. His functions include portfolio analysis, building and customizing client portfolios, recommending financial solutions and providing cash-flow analysis. After graduating from Wayne State University in 2007 he began working for JPMorgan Chase.
Noah Morgan’s longest registration is the current one, 12 years at Acorn Wealth Advisors since 2014. Before joining Acorn Wealth Advisors in 2014, Noah Morgan was registered through Ameriprise Financial Services, Inc. and J.P. Morgan Securities LLC.
- Acorn Wealth Advisors, LLCCurrent– present · 12 yearsFenton, MI · Adviser representative · Firm CRD 170462
- Ameriprise Financial Services, Inc.– · under a yearGrand Blanc, MI · Adviser representative · Firm CRD 6363
- J.P. Morgan Securities LLC– · under a yearFenton, MI · Adviser representative · Firm CRD 79
- Chase Investment Services Corp.– · 3 yearsFenton, MI · Adviser representative · Firm CRD 25574
Professional designations
Listed by Acorn Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Noah Morgan is registered as an investment adviser representative in Michigan, since July 2014.
- MichiganSince 10 July 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 May 2009 |
| Series 7 | General Securities Representative Examination | 5 January 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 October 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 October 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Noah C Morgan
- CRD
- 5425408
- Firm
- Acorn Wealth Advisors · CRD 170462
- Role
- Principal
- Office
- 405 S. Leroy St., Fenton, MI 48430
- Registration
- Investment adviser registration
- In the industry since
- October 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- acornwealthadvisors.com
Where does Noah Morgan work?
Noah Morgan has been Principal of Acorn Wealth Advisors, LLC since July 2025, and is a control person of the firm.
Is Noah Morgan a financial advisor?
Yes. Noah Morgan has a current investment-adviser registration in Michigan, through Acorn Wealth Advisors since July 2014.
How many years of experience does Noah Morgan have?
Noah Morgan has 19 years in the financial industry, since October 2007, across 4 adviser firms.
What exams has Noah Morgan passed?
Noah Morgan has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in October 2007. FINRA credited Noah Morgan with the SIE, which began in October 2018.
Where did Noah Morgan work before Acorn Wealth Advisors?
Before Acorn Wealth Advisors, Noah Morgan was registered through Ameriprise Financial Services, Inc., August 2013 to May 2014; J.P. Morgan Securities LLC, October 2012 to June 2013; Chase Investment Services Corp., May 2009 to October 2012.
Where is Noah Morgan based?
Noah Morgan’s registered office is in Fenton, MI.
Is Noah Morgan registered with FINRA?
No. Noah Morgan has no current broker registration.
Is Noah Morgan a CFP?
Acorn Wealth Advisors lists Noah Morgan with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Noah Morgan’s record?
Search CRD 5425408 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Noah Morgan’s full registration record.
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