# JACOB MORGAN

JACOB MORGAN is an investment adviser representative (IAR) with state registration records since 2007, appearing at 8 firms. Currently registered with STRATEGIC ADVISERS LLC.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2020-07-07 | 2025-03-31 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2018-01-08 | 2020-06-02 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2018-01-05 | 2020-06-02 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2017-10-31 | 2017-12-18 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2013-09-03 | 2017-10-11 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2010-06-16 | 2013-09-05 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2008-06-12 | 2010-06-01 | — |
| [FERRIS, BAKER WATTS, LLC](https://search.stillhousedata.com/firm/285) | 2007-01-16 | 2008-05-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5224238)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5224238.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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