Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Morgan is a financial advisor at Fidelity Personal And Workplace Advisors. Jacob has been a registered representative in the financial services industry since 2006. Jacob is registered to provide investment advice in Florida, Maryland, North Carolina, South Carolina, Texas, Virginia, and West Virginia. Jacob is also a Certified Financial Planner™ professional. Jacob's previous experience includes working as a financial advisor at TD Ameritrade, Merrill Lynch, and AXA Advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
07/07/2020 - Present
Fidelity Personal AND Workplace Advisors (GLEN ALLEN VA)
VA
01/05/2018 - 06/02/2020
TD AMERITRADE, INC. (GLEN ALLEN VA)
VA
10/31/2017 - 12/18/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
VA
09/03/2013 - 10/11/2017
AXA ADVISORS, LLC (RICHMOND VA)
VA
06/16/2010 - 09/05/2013
SUNTRUST INVESTMENT SERVICES, INC. (HANOVER VA)
VA
06/12/2008 - 06/01/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
VA
12/11/2006 - 05/19/2008
FERRIS, BAKER WATTS INCORPORATED (RICHMOND VA)
BOTH
Issued 01/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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