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MJ

Morgan P. Jones

STRATEGIC ADVISERS LLC
KANSAS CITY, MO
Some features on this profile are disabled
CRD#: 5117500
MJ

Professional summary

Morgan P Jones, CFP®, who also goes by Morgan Perry Jones, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Kansas City, Missouri and FIDELITY BROKERAGE SERVICES LLC located in Overland Park, Kansas.

Morgan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Morgan has worked at 8 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Morgan Perry Jones

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-15220|OrgNmn:Missouri State University Foundation|Org Addr:Springfiel,Missouri,US|OBA Nature:Fundraising for scholarships a|Invst Rel:Y|Title:Subcommittee Member of Foundation|Duties:Advisory in nature, with no governance or decision making authority.|StrtDt:06-02-20|TotHrs/mon:1|TrdHrs/mon:1|OBA-101438|OrgNmn:Mill Creek Flats HOA|Org Addr:Kansas Cit,Missouri,US|OBA Nature:HOA for where I live.|Invst Rel:N|Title:Treasurer|Duties:Put together annual budget, review monthly bank statements and attend monthly HOA board meetings|StrtDt:|TotHrs/mon:1.5|TrdHrs/mon:0|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Morgan P Jones's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 11200 Nall Avenue, Overland Park, KS 66211-1233
RIA
CRD#: 104555
KANSAS CITY, MO
Current

October 24, 2013 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 11200 Nall Avenue, Overland Park, KS 66211
BD
CRD#: 7784
Overland Park, KS
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
OVERLAND PARK, KS
Past

December 13, 2013 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
OVERLAND PARK, KS
Past

August 6, 2010 - April 27, 2012

PRAIRIE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 153588
KANSAS CITY, MO
Past

August 6, 2010 - April 6, 2011

UMB FINANCIAL SERVICES, INC.

BD
CRD#: 17073
KANSAS CITY, MO
Past

January 2, 2008 - August 2, 2010

PRAIRIE CAPITAL MANAGEMENT LLC

RIA
CRD#: 145542
KANSAS CITY, MO
Past

January 24, 2007 - December 31, 2007

PRAIRIE CAPITAL MANAGEMENT INC

RIA
CRD#: 106353
KANSAS CITY, MO
Past

October 24, 2006 - August 2, 2010

GEORGE K. BAUM & COMPANY

BD
CRD#: 36354
KANSAS CITY, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(1/18/2017)
RR
Florida
(1/18/2017)
RR
Kansas
(11/27/2013)
IAR
Kansas
(3/31/2025)
RR
Missouri
(10/25/2013)
IAR
Missouri
(3/31/2025)
RR
Nebraska
(1/11/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 11/26/2013
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 1/23/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/23/2013
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STRATEGIC ADVISERS LLC

CRD#: 104555Kansas City, MO

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