Jonathan Morgan

Last updated
1 week ago
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Where they hold approval

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

  • Charteris Treasury Portfolio Managers Limited

    FRN 114952

    • 14. Managing investments
    • [FCA CF] Functions requiring qualifications (since 1 Dec 2020)
    • CF30 Customer (1 Aug 2016 to 8 Dec 2019)
  • CAM Wealth Group Limited (no longer approved here)

    FRN 823705

    • [FCA CF] Functions requiring qualifications (8 Dec 2020 to 19 Oct 2022)
    • [FCA CF] Client dealing (8 Dec 2020 to 19 Oct 2022)
    • SMF3 Executive Director (9 Dec 2019 to 19 Oct 2022)
    • CF1 Director (13 Mar 2019 to 8 Dec 2019)
    • CF30 Customer (13 Mar 2019 to 8 Dec 2019)
  • HOTTINGER & CO. LIMITED (no longer approved here)

    FRN 208737

    • CF30 Customer (20 Jan 2011 to 31 Aug 2016)
  • Julius Baer International Limited (no longer approved here)

    FRN 139179

    • CF30 Customer (1 Nov 2007 to 9 Oct 2010)
    • CF21 Investment Adviser (27 Oct 2006 to 31 Oct 2007)
    • CF27 Investment Management (27 Oct 2006 to 31 Oct 2007)

Recent activity

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

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