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Jennifer Duvon Morgan

Osaic Wealth, Inc.

Belmont, NC

Vienna, VA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-08-20
VA RA APPROVED 2025-08-20
  • NC RA
    APPROVED
    Since 2025-08-20
  • VA RA
    APPROVED
    Since 2025-08-20

Branch Locations

Belmont, NC • United States

8219 Leesburg Pike Suite 200, Vienna, VA 22182 • 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
Lincoln Financial Advisors Corporation Vienna VA 09/2021 01/2025
Gdit, Inc. Falls Church VA 04/2014 09/2021
Osaic Wealth, Inc. Vienna VA 01/2025 Present
  • 09/2021 → 01/2025
    Lincoln Financial Advisors Corporation
    Vienna, VA
  • 04/2014 → 09/2021
    Gdit, Inc.
    Falls Church, VA
  • 01/2025 → Present
    Osaic Wealth, Inc.
    Vienna, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-24
  • S66 Uniform Combined State Law Examination
    2025-04-24
Other Names
  • Jennifer Theresa Duvon

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ADVISORSTRUST PARTNERS LLC
PROSPERA FINANCIAL SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CREDIT UNION INVESTMENT SERVICES
EDWARD JONES

Other Investors

Elizabeth A Bartunek
Mark E Lucas
PATRICK CAREY OWENS
RAYMOND ALLEN WHITNER
MICHAEL ERIC FAYED
DAVID WATTS MCMAHAN
Maxwell Sommers Neisler
ANNA MCMAHAN HOUSER

Other Offices

J.P. MORGAN SECURITIES LLC · Belmont, NC
WELLS FARGO CLEARING SERVICES, LLC · BELMONT, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Belmont, NC
ADVISORSTRUST PARTNERS LLC · Belmont, NC
PROSPERA FINANCIAL SERVICES, INC. · Belmont, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Belmont, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Belmont, NC
CREDIT UNION INVESTMENT SERVICES · Belmont, NC

More in Belmont, NC

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