AeroLeads people directory · profile
Jonathan Morgan Email & Phone Number
Sr. Analyst, Private Real Estate
at
HB Wealth
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Sr. Analyst, Private Real Estate
Location
Atlanta, Georgia, United States
Who is Jonathan Morgan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jonathan Morgan is listed as Sr. Analyst, Private Real Estate at HB Wealth, based in Atlanta, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Morgan.
Jonathan Morgan previously worked as Investment Research Analyst at Hb Wealth and Investment Analyst at Homrich Berg. Jonathan Morgan holds Bachelor Of Arts - Ba, Economics from University Of Virginia.
Company email context
Email format at HB Wealth
This section adds company-level context without repeating Jonathan Morgan's masked contact details.
HB Wealth
Review company-level records connected to Jonathan Morgan before choosing the right outreach path.
Profile bio
About Jonathan Morgan
Homrich Berg is a national independent wealth management firm based in Atlanta that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients.
Current workplace
Jonathan Morgan's current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Jonathan Morgan work experience
A career timeline built from the work history available for this profile.
Investment Research Analyst
Investment Analyst
Current
Jul 2024 - Present
Summer Investment Analyst
Performed equity and fixed income research on 100+ individual securities utilizing financial statements, earnings calls, company news, and sell side research accessed through FactSet and BloombergProvided analytical commentary on 15+ private alternative investment opportunitiesRebalanced portfolios according to the firm's 7 risk models, dividend growth strategy, and client tax preferencesDeveloped live Excel models used in internal meetings and client-facing marketing, utilizing FactSet FDS codes
May 2023 - Aug 2023
2 education records
Jonathan Morgan education
Bachelor Of Arts - Ba, Economics
High School Diploma
FAQ
Frequently asked questions about Jonathan Morgan
Quick answers generated from the profile data available on this page.
What company does Jonathan Morgan work for?
Jonathan Morgan works for HB Wealth.
What is Jonathan Morgan's role at HB Wealth?
Jonathan Morgan is listed as Sr. Analyst, Private Real Estate at HB Wealth.
Where is Jonathan Morgan based?
Jonathan Morgan is based in Atlanta, Georgia, United States while working with HB Wealth.
What companies has Jonathan Morgan worked for?
Jonathan Morgan has worked for Hb Wealth and Homrich Berg.
How can I contact Jonathan Morgan?
You can use AeroLeads to view verified contact signals for Jonathan Morgan at HB Wealth, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Morgan attend?
Jonathan Morgan holds Bachelor Of Arts - Ba, Economics from University Of Virginia.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Jonathan Morgan you were looking for.
View similar profiles
