Morgan Jeffrey Fippinger

Employer firm

Pacific Capital CRD 159294

$669M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• REFERRALS TO OTHER ADVISERS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2016 → 07/2022
  Charles Schwab & Co., Inc.
  San Diego, CA
• 07/2022 → 06/2024
  Schwab Wealth Advisory Inc.
  San Diego, CA
• 09/2016 → 06/2024
  Charles Schwab & Co., Inc.
  San Diego, CA
• 05/2024 → Present
  Pacific Capital
  Corona, CA
• 05/2024 → Present
  Morgan's Bonsai
  San Diego, CA
• 07/2024 → Present
  Pacific Capital
  Corona, CA

Previous Registrations

• 2022-07-21 → 2024-06-20
  Schwab Wealth Advisory, Inc.
  San Diego, CA
  San Diego, CA
• 2016-11-21 → 2022-07-21
  Charles Schwab & Co., Inc.
  Brea, CA
  Seal Beach, CA
  San Diego, CA
  San Diego, CA
  Phoenix, AZ

Other Businesses

Morgan's Bonsai; No; San Diego, CA; Retail; Owner; 05/2024; 7/ Hrs Mo; 0/ Hrs Mo

Exams

• S66 Uniform Combined State Law Examination
  2016-11-21

Designations

• Certified Financial Planner
• Chartered Financial Analyst