Investment Adviser Representative Blacktower Financial Management (Us) Llc
Current
Sep 2019 - Present
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John Morgan Dipfa® Email & Phone Number
Investment Adviser RepresentativeBlacktower Financial Management (US) LLC
at
Blacktower Financial Management (US) LLC
1 work email found
@blacktowerfm.com
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✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Adviser RepresentativeBlacktower Financial Management (US) LLC
Location
United States
Company size
Who is John Morgan Dipfa®? Overview
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Quick answer
John Morgan Dipfa® is listed as Investment Adviser RepresentativeBlacktower Financial Management (US) LLC at Blacktower Financial Management (US) LLC, a with 11 employees, based in United States. AeroLeads shows a work email signal at blacktowerfm.com and a matched LinkedIn profile for John Morgan Dipfa®.
John Morgan Dipfa® previously worked as Investment Adviser Representative Blacktower Financial Management (US) LLC at Blacktower Financial Management (Us) Llc and International Financial Adviser at Blacktower Financial Management (International) Limited. John Morgan Dipfa® holds Seried 65 - Uniform Investment Adviser Law Examination from The North American Securities Administrators Association (Nasaa).
Company email context
Email format at Blacktower Financial Management (US) LLC
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*@blacktowerfm.com
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AeroLeads found 1 current-domain work email signal for John Morgan Dipfa®. Compare company email patterns before reaching out.
Profile bio
About John Morgan Dipfa®
Professional with over 23 years’ experience within the UK and International Financial Services Sector. A member of the London Institute of Banking and Finance, Qualified to UK RDR Financial Advisor Compliant standards and North American Securities Administrators Association (NASAA).Specialising in UK Pension transfers into UK based Self Invested Personal Pensions (SIPP) and Offshore solutions, Qualifying Recognised Overseas Pension Schemes (QROPS) Series 65 exam — the North American Securities Administrators Association (NASAA) Investment Advisers Law ExaminationDiploma for Financial Advisers (DipFA) - LIBF (attached)SFA Securities and Financial Derivatives Representatives (UK – FSA) (attached)CISI 1 & 2 (attached)john.morgan@blacktowerus.comhttps://www.blacktowerus.com
Listed skills include Wealth Management, Investments, Financial Advisory, Pensions, and 16 others.
Current workplace
John Morgan Dipfa®'s current company
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Blacktower Financial Management (Us) Llc
5 roles
John Morgan Dipfa® work experience
A career timeline built from the work history available for this profile.
International Financial Adviser
CurrentThe Blacktower Group was formed in 1986 to provide independent wealth management advice. Since then has been providing its clients, both in the UK and abroad, with a bespoke service to help them achieve their investment and retirement investing objectives backed by experienced wealth management.
Sep 2019 - Present
Senior Private Client Adviser At Pws Group
Providing unbiased solutions to a growing number of private and corporate clients, have earned an enviable reputation for service, innovation and professional integrity. Perhaps that’s the reason why more and more people – spread over four continents – entrust us with their investments and financial planning.SpecialtiesUK Pension Advice Including SIPP, QROPS, QNUPS,Tax Planning, Fund Platform, Online Trading, Life Insurance, Savings Plans, Pension & Retirement Planning, Lump Sum & Offshore Investments,
Oct 2012 - Sep 2019
Senior Consultant
The deVere Group is the world’s largest independant international financial consultancy. Currently we have over 8 Billion USD worth of funds under advice & management, created by 60,000 active clients in over 100 different countries.My role/goal is to expand its client base and manage existing clients directly from our flagship office in Dubai, UAE. Typically I look after European expats living & working in the UAE with regards to their offshore wealth management.My services include International Savings Vehicles, Lump Sum Investment, QROPS (Qualified Recognised Overseas Pension Scheme), Property Investment, Life Insurance and Family Protection.Specialise in advising British expatriates, advice on transferring frozen/dormant pension schemes overseas via QROPS.Key benefits:-Tax efficient-Up to 30% tax free lump sum-Transparent charges-Investment flexibility & control-Flexible currency choice
Sep 2008 - Oct 2012
Derivatives Trader
Futures & Options Sales and ExecutionExecute options on behalf of JPM sales desk, covering all worldwide centres and clients. All Global Markets covered for Futures & Options, across all worldwide exchanges including UK, US, Australia, Japan, Hong Kong, Germany and FranceTrading Interest Rates, Commodities and Equities.Initiate option trade ideas for sales and clients.Pricing and continual option market flows.
Jan 1998 - Jan 2008
Team & coworkers
Colleagues at Blacktower Financial Management (US) LLC
Other employees you can reach at blacktowerus.com. View company contacts for 11 employees →
DA
Dean Arden Dipfa®
Colleague at Blacktower Financial Management (Us) LlcGibraltar
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PR
Paul Rhodes
Colleague at Blacktower Financial Management (Us) LlcNew York, United States
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AC
Alex Cockerill Mlibf Dipfa Petr Certltcp
Colleague at Blacktower Financial Management (Us) LlcUnited States
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SV
Sam Vernazza
Colleague at Blacktower Financial Management (Us) LlcUnited Kingdom
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JT
James Tucker Chartered Mcsi
Colleague at Blacktower Financial Management (Us) LlcGeorge Town, Cayman Islands
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LR
Lewis Ringham
Colleague at Blacktower Financial Management (Us) LlcMiami, Florida, United States
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CT
Christopher Thornton
Colleague at Blacktower Financial Management (Us) LlcUnited States
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RS
Randal Stephens
Colleague at Blacktower Financial Management (Us) LlcMarbella, Andalusia, Spain
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EK
Edward King
Colleague at Blacktower Financial Management (Us) LlcUnited States
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Dean Arden Dipfa®
Colleague at Blacktower Financial Management (Us) LlcGibraltar
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PR
Paul Rhodes
Colleague at Blacktower Financial Management (Us) LlcNew York, United States
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AC
Alex Cockerill Mlibf Dipfa Petr Certltcp
Colleague at Blacktower Financial Management (Us) LlcUnited States
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SV
Sam Vernazza
Colleague at Blacktower Financial Management (Us) LlcUnited Kingdom
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JT
James Tucker Chartered Mcsi
Colleague at Blacktower Financial Management (Us) LlcGeorge Town, Cayman Islands
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LR
Lewis Ringham
Colleague at Blacktower Financial Management (Us) LlcMiami, Florida, United States
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CT
Christopher Thornton
Colleague at Blacktower Financial Management (Us) LlcUnited States
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RS
Randal Stephens
Colleague at Blacktower Financial Management (Us) LlcMarbella, Andalusia, Spain
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EK
Edward King
Colleague at Blacktower Financial Management (Us) LlcUnited States
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4 education records
John Morgan Dipfa® education
Seried 65 - Uniform Investment Adviser Law Examination
The North American Securities Administrators Association (Nasaa)
Education record
Education record
Education record
Sfa Securities And Financial Derivatives Representatives
FAQ
Frequently asked questions about John Morgan Dipfa®
Quick answers generated from the profile data available on this page.
What company does John Morgan Dipfa® work for?
John Morgan Dipfa® works for Blacktower Financial Management (US) LLC.
What is John Morgan Dipfa®'s role at Blacktower Financial Management (US) LLC?
John Morgan Dipfa® is listed as Investment Adviser RepresentativeBlacktower Financial Management (US) LLC at Blacktower Financial Management (US) LLC.
What is John Morgan Dipfa®'s email address?
AeroLeads has found 1 work email signal at @blacktowerfm.com for John Morgan Dipfa® at Blacktower Financial Management (US) LLC.
Where is John Morgan Dipfa® based?
John Morgan Dipfa® is based in United States while working with Blacktower Financial Management (US) LLC.
What companies has John Morgan Dipfa® worked for?
John Morgan Dipfa® has worked for Blacktower Financial Management (Us) Llc, Blacktower Financial Management (International) Limited, Pws Group, Devere Group, and J.P. Morgan.
Who are John Morgan Dipfa®'s colleagues at Blacktower Financial Management (US) LLC?
John Morgan Dipfa®'s colleagues at Blacktower Financial Management (US) LLC include Dean Arden Dipfa®, Paul Rhodes, Alex Cockerill Mlibf Dipfa Petr Certltcp, Sam Vernazza, and James Tucker Chartered Mcsi.
How can I contact John Morgan Dipfa®?
You can use AeroLeads to view verified contact signals for John Morgan Dipfa® at Blacktower Financial Management (US) LLC, including work email, phone, and LinkedIn data when available.
What schools did John Morgan Dipfa® attend?
John Morgan Dipfa® holds Seried 65 - Uniform Investment Adviser Law Examination from The North American Securities Administrators Association (Nasaa).
What skills is John Morgan Dipfa® known for?
John Morgan Dipfa® is listed with skills including Wealth Management, Investments, Financial Advisory, Pensions, Derivatives, Bonds, Strategic Financial Planning, and Retirement Planning.
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