CJ Morgan
Financial Advisor
C.J. Morgan, a Financial Advisor with Benjamin F. Edwards & Co., works closely with Craig Morgan in assisting the Morgan Wealth Management Group clients with investments and planning, issues surrounding estate & tax planning strategies. He graduated from Carroll University in 2005 with a Bachelor of Science in mathematics. In addition, he holds Series 7 and 66 securities licenses as well as life and variable life insurance and annuity licenses.
In the community, C.J. is past president of Saint Charles Breakfast Rotary, past president of Saint Charles BNI, and past president and Director Emeritus for the Saint Charles Library Foundation. He is also a director at the Elgin Youth Symphony Orchestra. CJ is currently a director with the Fox Valley Enterpreneurship Center where he also serves as the fundraising chair and on the board for the Boy Scouts of America, Three Fires Council. He is also past board member of the Saint Soccer Alumni Board and continues to work them on fundraising initiatives.
C.J. is born and raised in Saint Charles where he continues to reside with his wife, Lisa, his two sons, Liam and Alexander, and his his two dogs. A member of the Saint Charles High School soccer team from 1996-2000, he enjoys sports, golfing, and time with his wife and sons.
Licenses Series 7 and 66
Investment History
18 + Years
2006-2007 - A.G. Edwards
2007-2009 - Wells Fargo
2009-2017 - Stifel
2017-present Benjamin F. Edwards & Co.
Education:
St. Charles H.S.
B.S. in Mathematics - Carroll University, Waukesha, Wi.
Community Service:
Past President of Saint Charles Breakfast Rotary
Past President and Director Emeritus of Saint Charles Public Library Foundation
Past Board Member of Elgin Youth Symphony Orchestra
Current Board Member of Fox Valley Entrepreneurship Center
Current Board Member Boy Scouts of America-Three Fires Council Developement Commitee.
Family:
Married to Lisa since 2008.
2 sons, Liam and Alexander.
2 Dogs (my other children), Leo and Luigi
Hobbies:
In my free time I like to go to movies with my family, watch my sons play sports, go rock climbing with my oldest and play golf with my father and friends