Best Investors Account Sign in
Inactive

Morgan Elizabeth Zafonte

Jmac Enterprises LLC

Newtown, PA

CRD 6091926

Claim This Profile
Employer firm

Jmac Enterprises LLC CRD 312710

$722M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Jmac Enterprises Llc

201 South State St Suite 2A, Newtown, PA 18940 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-03-25
  • PA RA
    APPROVED
    Since 2021-03-25

Branch Locations

201 South State St Suite 2A, Newtown, PA 18940 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc Newtown PA 03/2018 Present
Wells Fargo Advisors, Llc Yardley PA 01/2018 03/2018
Johnson & Johnson Somerville NJ 06/2015 01/2018
Jmac Enterprises Llc Newtown PA 03/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-14
  • S66 Uniform Combined State Law Examination
    2018-08-14
Designations
  • Certified Financial Planner
Other Names
  • Morgan Elizabeth Macaulay

View on SEC IAPD

Nearby Firms

INSIGHT ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Nearby Investors

RYAN SCOTT DAVIES
CARLA L. SIMON
JAMES WONG

Nearby Offices

INSIGHT ADVISORS, LLC · NEWTOWN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NEWTOWN, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · NEWTON, PA

More in Newtown, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor