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Featured Business Financial Advisor in Jacksonville, FL
Jacksonville Financial Advisors
R.E.A.P., Llc
4651 salisbury Road, Suite 400
Jacksonville, FL 32256
(352) 433-6565
Advisor Profile
David H. Morgan MSFS, CEP®
Name:  David H. Morgan MSFS, CEP®
Phone Number:  (352) 433-6565
Website:  Visit Website

About R.E.A.P., Llc

REAP • Retirement Estate Advisors & Professionals, LLC

We at REAP, LLC. are proud to have helped many families and individuals over the years. Our firm uses a “team approach” to focus on retirement issues, estate planning needs and other various financial challenges.

REAP is a professional firm designed to assist families in protecting their assets and maintaining their standard of living. The following is a partial list of services we provide:

Asset Protection and Preservation
Estate Tax Limitation or Reduction
Wealth and Estate Transfer Planning
Individual and Family Trust Planning
Planning for Disability or Incompetence
Capital Gains Tax Reduction
Reduction of Taxes on Social Security Benefits
Income Tax Reduction and Increasing Spendable Income
Seminars Specializing in Estate, Income, and Financial Advisory Issues

Many families can better organize their financial affairs when they know about the many solutions that are available beyond what they are told by their stockbrokers, accountants and attorneys.
 

General Information

Gender:    Male
CRD#:    146512
Firm CRD#:    146512
Insurance License#:    K070691
Name of Custodial Firm:    TDAmeritrade, Schwab
States Licensed in:    Florida, Georgia, Tennessee
States Willing to do Business in:    Any!
Years of Experience in Financial Services:    22
Number of Years with Current Firm:    8
Work Experience:    Full service estate planning, income modeling, and independent financial advisory work.
I work with the following types of clients:    Individual Investors, Investment Clubs, Businesses
 

Services

Investment Types:    Insurance, Annuities, Bonds, Stocks, Mutual Funds, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Masters in Financial Services (MSFS), Certified Estate Advisor (CEA)®, Certified Senior Advisor (CSA)®
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Life, Annuity, Long Term Care
Financial Organization Memberships:    Society of Financial Services Professionals, MSFS
 

Firm Information

Firm's Number of Clients:    400
Firm's Number of Planning Clients:    400
Firm's Number of Managed Clients:    150
Assets Managed by Firm:    14MM
Advisor's Number of Clients:    400
Advisor's Number of Managed Clients:    150
Advisor's Number of Planning Clients:    400
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $25,000
Compensation Methods:    Based on Assets
Fee % Based on Assets:    1-1.5
 
 
 
Prepared By: David H. Morgan MSFS, CEP®

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