Jacob Morgan

CRD 5224238 · Fidelity Brokerage Services LLC · Glen Allen, VA

IA RegisteredBroker

Also appears in the source record as: Jacob T Morgan; Jacob Todd Morgan; Jacob Morgan

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 66Series 24SIESeries 7
Registered states (14): District Of Columbia · Florida · Indiana · Louisiana · Maryland · Massachusetts · Mississippi · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Virginia · West Virginia
Years in the industry (source record): 20
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (17)

From the source registration record · current first

Strategic Advisers LLCCurrent
Richmond, VA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Richmond, VA · BD capacity

Jun 30, 2020 → present
Fidelity Brokerage Services LLCCurrent
Glen Allen, VA · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jul 7, 2020 → Mar 31, 2025
Td Ameritrade Investment Management, LLC
IA capacity

Jan 8, 2018 → Jun 2, 2020
Td Ameritrade, Inc.
BD capacity

Jan 5, 2018 → Jun 2, 2020
Td Ameritrade, Inc.
IA capacity

Jan 5, 2018 → Jun 2, 2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Oct 31, 2017 → Dec 18, 2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Oct 31, 2017 → Dec 18, 2017
Axa Advisors, LLC
BD capacity

Sep 3, 2013 → Oct 11, 2017
Axa Advisors, LLC
IA capacity

Sep 3, 2013 → Oct 11, 2017
Suntrust Investment Services, Inc.
BD capacity

Jun 16, 2010 → Sep 5, 2013
Suntrust Investment Services, Inc.
IA capacity

Jun 16, 2010 → Sep 5, 2013
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Jun 12, 2008 → Jun 1, 2010
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Jun 12, 2008 → Jun 1, 2010
Ferris, Baker Watts Incorporated
IA capacity

Jan 16, 2007 → May 19, 2008
Ferris, Baker Watts Incorporated
BD capacity

Dec 11, 2006 → May 19, 2008

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 5224238 ↗ FINRA BrokerCheck record for CRD 5224238 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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