CJ Morgan

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 and a Director with the Fox Valley Enterpreneurship Center where he also serves as the fundraising chair.  C.J. is also a past board member of the Saint Soccer Alumni Board and continues to work with 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 twin Pembroke Corgi 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

13 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 

Working with Boy Scouts of America-Three Fires Council Development Committee.

Family:

Married to Lisa since 2008. 

2 sons, Liam and Alexander.

2 Dogs (my other children), Leo and Hutch

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