This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

HOLDERNESS INVESTMENTS CO

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 11, 1996earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

Exams

S63

First exam

Dec 11, 1996

First registration

May 30, 2013

Dual registered

no

Other names

JON MICHAEL MORGAN

IAPD individual key

2789505

• Occurred

  Feb 21, 2024
  Advisor changed firm

  Jonathan Michael Morgan left Mcshane Partners for Holderness Investments Co (registered 2024-02-23)

  Form ADVobserved 5 days ago
• Occurred

  Sep 26, 2022
  Advisor changed firm

  Jonathan Michael Morgan left Simarian Enterprises Llc for Mcshane Partners (registered 2022-09-16)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:98e1e00a-0266-f630-2c21-bcf4f4c47d8c

First observed

May 30, 2013

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.