Jason John Morgan

Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

St. James's Place Wealth Management Plc
FRN 195351
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 16 May 2023)
- CF30 Customer (since 11 Apr 2023)
- CF4 Partner (AR) (11 Apr 2023 to 13 Jan 2026)
Jason Morgan
FRN 994410
- (1)Employed By (since 11 Apr 2023)
Openwork Limited (no longer approved here)
FRN 408285
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Mar 2023)
- CF30 Customer (5 Sep 2008 to 6 Mar 2023)
Sanderson Financial Ltd (no longer approved here)
FRN 430556
- (6)Employed By (5 Sep 2008 to 6 Mar 2023)

Updates to this individual's record on the FCA register.

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Senior staff at any authorised firm have to be approved by the FCA personally.
Approved individual: Someone the FCA has personally signed off to hold a senior role at an authorised firm — directors, compliance officers and similar. They're held accountable for the firm's conduct.
Controlled functions: The specific senior roles the FCA approves people to hold, like 'Compliance oversight' or 'Money laundering reporting'. Each approval is tied to a particular firm.
IRN: Individual Reference Number — the unique ID the FCA assigns to each approved person. It stays the same as they move between firms.

Information on this page is sourced from the official FCA register.