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Jesse Morgans


Jesse Morgans is a financial advisor, managing and providing financial services to a portfolio of clients around the country. His qualifications include a Bachelor’s Degree in Psychology, as well as an Advanced Certificate in Financial Planning NQF 6. He is currently studying for a Master’s Degree in Business Administration through Heriot-Watt University.

Jesse has a keen interest in ‘behavioral finance’, and regularly expands his knowledge on how best to coach his clients throughout the market cycles. He takes pride in being attentive to the need of his clients and holds himself to a high standard of professionalism.

Jesse forms part of a team of three individuals. Their approach allows for flexible yet professional interactions with their clients.