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Jacob Todd Morgan

Jacob T. Morgan

STRATEGIC ADVISERS LLC | Financial Consultant
RICHMOND, VA
Some features on this profile are disabled
CRD#: 5224238
Jacob Todd Morgan

Professional summary

Jacob Todd Morgan, CFP®, who also goes by Jacob T Morgan, Jacob Todd Morgan, Jacob Morgan, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Richmond, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Glen Allen, Virginia.

Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jacob has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Biography

As a Financial Consultant I will work together with you to develop a plan that will fit your personal situation, needs and goals to help you work toward your definition of financial success. I have over 18 years of experience working with clients through a variety of different market events and conditions.

Question & Answer

What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Employee and Employer Plan Ben...
Estate Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Jacob T Morgan | Jacob Todd Morgan | Jacob Morgan

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Todd Morgan'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

Start date: 2019

Education

George Mason University

Bachelor of Arts (BA) - Mass Communications

2000

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 11114 West Broad St, Glen Allen, VA 23060
RIA
CRD#: 104555
RICHMOND, VA
Current

June 30, 2020 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 11114 West Broad St, Glen Allen, VA 23060
BD
CRD#: 7784
Glen Allen, VA
Past

July 7, 2020 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
GLEN ALLEN, VA
Past

January 8, 2018 - June 2, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
Glen Allen, VA
Past

January 5, 2018 - June 2, 2020

TD AMERITRADE, INC.

RIA
CRD#: 7870
GLEN ALLEN, VA
Past

January 5, 2018 - June 2, 2020

TD AMERITRADE, INC.

BD
CRD#: 7870
GLEN ALLEN, VA
Past

October 31, 2017 - December 18, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
RICHMOND, VA
Past

October 31, 2017 - December 18, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
RICHMOND, VA
Past

September 3, 2013 - October 11, 2017

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
RICHMOND, VA
Past

September 3, 2013 - October 11, 2017

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
RICHMOND, VA
Past

June 16, 2010 - September 5, 2013

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
HANOVER, VA
Past

June 16, 2010 - September 5, 2013

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
HANOVER, VA
Past

June 12, 2008 - June 1, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
RICHMOND, VA
Past

June 12, 2008 - June 1, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
RICHMOND, VA
Past

January 16, 2007 - May 19, 2008

FERRIS, BAKER WATTS, LLC

RIA
CRD#: 285
RICHMOND, VA
Past

December 11, 2006 - May 19, 2008

FERRIS, BAKER WATTS, LLC

BD
CRD#: 285
RICHMOND, VA

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
District of Columbia
(11/14/2024)
RR
Florida
(7/8/2020)
RR
Indiana
(1/4/2025)
RR
Maryland
(7/8/2020)
RR
Massachusetts
(1/7/2026)
RR
Mississippi
(1/7/2026)
RR
North Carolina
(6/30/2020)
RR
Ohio
(5/30/2025)
RR
Pennsylvania
(1/4/2025)
RR
South Carolina
(7/8/2020)
RR
Texas
(7/8/2020)
IAR
Texas
(3/31/2025)
RR
Virginia
(6/30/2020)
IAR
Virginia
(3/31/2025)
RR
West Virginia
(7/8/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/12/2007
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: 12/8/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/25/2013
General Securities Principal 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

Financial ConsultantCRD#: 104555Richmond, VA

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Contact information

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