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Inactive

Charlotte Anne Morgan

Family Financial

Manhattan Beach, CA

Moore, SC

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Current Employers
Family Financial

1601 N. Sepulveda Blvd 722, Manhattan Beach, CA 90266 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-08-19
  • SC RA
    APPROVED
    Since 2026-08-19

Branch Locations

1601 N. Sepulveda Blvd 722, Manhattan Beach, CA 90266 • United States

Moore, SC • 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
Stravolo Wealth Management Spatanburg SC 07/2012 05/2017
New Planner Recruiting Athens GA 06/2017 05/2019
Jbj Investment Partners, Llc Charleston SC 05/2019 01/2022
Creative Planning, Llc Mt. Pleasant SC 01/2022 11/2025
Ff Advisors, Llc Dba Family Financial Moore SC 12/2025 Present
  • 07/2012 → 05/2017
    Stravolo Wealth Management
    Spatanburg, SC
  • 06/2017 → 05/2019
    New Planner Recruiting
    Athens, GA
  • 05/2019 → 01/2022
    Jbj Investment Partners, Llc
    Charleston, SC
  • 01/2022 → 11/2025
    Creative Planning, Llc
    Mt. Pleasant, SC
  • 12/2025 → Present
    Ff Advisors, Llc Dba Family Financial
    Moore, SC
Previous Registrations
  • 2022-01-04 → 2025-11-20
    Creative Planning
    Charleston, SC
    Overland Park, KS
    Duncan, SC
    Mt. Pleasant, SC
    Moore, SC
  • 2019-05-30 → 2022-01-04
    Jbj Investment Partners, Llc
    Charleston, SC
  • 2013-09-23 → 2017-05-30
    Cetera Wealth Services, Llc
    Spartanburg, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-19
  • S66 Uniform Combined State Law Examination
    2013-08-19
Designations
Other Names
  • Charlotte Anne Jacobs

View on SEC IAPD

Other Firms

BEACH CITIES WEALTH MANAGEMENT, LLC
ACIES INVESTMENTS MANAGEMENT, LLC
WALLENDER, TIMOTHY JOSEPH
LPL FINANCIAL LLC
MUTUAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
CURRENT EQUITY PARTNERS, LLC
EPIC FUNDS

Other Investors

BRETT VAN COTT NIVEN
MICHAEL PAUL WOODS
TIMOTHY WALLENDER
DAVID KEITH BATE
ANTHONY J FRATELLO
WILLIAM HAMADA PETTUS
VICTORIA ANN WILK
ARCADIA BERJONNEAU KEANE

Other Offices

BEACH CITIES WEALTH MANAGEMENT, LLC · MANHATTAN BEACH, CA
ACIES INVESTMENTS MANAGEMENT, LLC · MANHATTAN BEACH, CA
WALLENDER, TIMOTHY JOSEPH · MANHATTAN BEACH, CA
LPL FINANCIAL LLC · MANHATTAN BEACH, CA
MUTUAL ADVISORS, LLC · Manhattan Beach, CA
J.P. MORGAN SECURITIES LLC · MANHATTAN BEACH, CA
CURRENT EQUITY PARTNERS, LLC · MANHATTAN BEACH, CA
EPIC FUNDS · MANHATTAN BEACH, CA

More in Manhattan Beach, CA

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