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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
“A truly multi-disciplinary approach to all of your affairs.”
Advisor Profile
David H. Morgan MSFS, CEP®, CFF
Name:  David H. Morgan MSFS, CEP®, CFF
Phone Number:  (352) 433-6565
Website:  Visit Website

About R.E.A.P., Llc

The REAP Companies (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 robust 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, Financial & Tax

Advisory Issues

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

General Information

States Willing to do Business in:    Any!
States Licensed in:    Florida, Georgia, Tennessee
Insurance License#:    K070691
Firm CRD#:    146512
CRD#:    146512
Name of Custodial Firm:    TDAmeritrade, Schwab
Name of Broker/Dealer:    REAP in Wealth Management, LLC
Number of Years with Current Firm:    15
Years of Experience in Financial Services:    26
Gender:    Male
I work with the following types of clients:    Businesses, Investment Clubs, Individual Investors
Work Experience:    Full service estate planning, income modeling, and independent financial advisory work.
 

Services

I can meet clients in the following ways:    Via email, Via phone, At your office, At your home, At my office
Investment Types:    Insurance, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Commodities, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

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

Firm Information

Assets Managed by Advisor:    Same
Assets Managed by Firm:    26+MM
Firm's Number of Managed Clients:    250
Firm's Number of Planning Clients:    400
Firm's Number of Clients:    400
Advisor's Number of Planning Clients:    400
Advisor's Number of Managed Clients:    150
Advisor's Number of Clients:    400
 

Compliance

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

Compensation and Fees

Fee % Based on Assets:    1%
Compensation Methods:    Based on Assets
Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:    $25,000
 
 
 

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