JACOB MORGAN is an investment adviser representative (IAR) with state registration records since 2007, appearing at 8 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-07-07 | 2025-03-31 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2018-01-08 | 2020-06-02 | — |
| TD AMERITRADE, INC. | 2018-01-05 | 2020-06-02 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-10-31 | 2017-12-18 | — |
| EQUITABLE ADVISORS, LLC | 2013-09-03 | 2017-10-11 | — |
| TRUIST INVESTMENT SERVICES, INC. | 2010-06-16 | 2013-09-05 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2008-06-12 | 2010-06-01 | — |
| FERRIS, BAKER WATTS, LLC | 2007-01-16 | 2008-05-19 | — |