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Jack David Mchargue

Morling Financial Advisors, LLC

Fremont, CA

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Current Employers
Morling Financial Advisors, Llc

39355 California Street Suite 201A, Fremont, CA 94538-1447 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-17
  • CA RA
    APPROVED
    Since 2025-11-17

Branch Locations

39355 California Street Suite 201A, Fremont, CA 94538-1447 • 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
Morling Financial Advisors, Llc Fremont CA 07/2025 Present
Rw Investment Management Eagle ID 06/2024 09/2024
Will Ellsworth Financial Advising Boise ID 06/2023 09/2023
Northwestern Mutual Boise ID 08/2022 03/2023
Santa Clara University Santa Clara CA 09/2021 06/2025
Timberline High School Boise ID 08/2018 06/2021
East Junior High Boise ID 08/2015 05/2018
  • 07/2025 → Present
    Morling Financial Advisors, Llc
    Fremont, CA
  • 06/2024 → 09/2024
    Rw Investment Management
    Eagle, ID
  • 06/2023 → 09/2023
    Will Ellsworth Financial Advising
    Boise, ID
  • 08/2022 → 03/2023
    Northwestern Mutual
    Boise, ID
  • 09/2021 → 06/2025
    Santa Clara University
    Santa Clara, CA
  • 08/2018 → 06/2021
    Timberline High School
    Boise, ID
  • 08/2015 → 05/2018
    East Junior High
    Boise, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-17
  • S65 Uniform Investment Adviser Law Examination
    2025-11-17

View on SEC IAPD

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Other Offices

AJAY AGRAWAL · FREMONT, CA
PARAH CAPITAL MANAGEMENT, LLC · FREMONT, CA
WELLS FARGO CLEARING SERVICES, LLC · FREMONT, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FREMONT, CA
J.P. MORGAN SECURITIES LLC · Fremont, CA
CETERA INVESTMENT ADVISERS LLC · FREMONT, CA
WELLS FARGO CLEARING SERVICES, LLC · FREMONT, CA
CITIGROUP GLOBAL MARKETS INC. · FREMONT, CA

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