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Gregory Morrow

Strategic Advisers LLC

Jacksonville, FL

Saint Johns, FL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Saint Johns, FL • 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
First Command Brokerage Services, Inc. Fort Worth TX 04/2024 07/2024
Fidelity Investments Jacksonville FL 07/2024 Present
First Command Advisory Services, Inc. Fort Worth TX 04/2024 07/2024
Abbott Laboratories Santa Clara CA 01/2015 12/2017
Intrepid Consulting Group, Llc Saint Johns FL 01/2019 04/2024
Ecolab Saint Paul MN 12/2019 01/2022
First Command Brokerage Services Fort Worth TX 01/2023 04/2024
H&R Block Saint Johns FL 01/2023 03/2023
Endologix Irvine CA 01/2018 05/2018
First Command Insurance Services, Inc. Fort Worth TX 04/2024 07/2024
Becton Dickinson San Jose CA 06/2018 11/2019
Fidelity Investments Boston MA 03/2025 Present
  • 04/2024 → 07/2024
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 07/2024 → Present
    Fidelity Investments
    Jacksonville, FL
  • 04/2024 → 07/2024
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 01/2015 → 12/2017
    Abbott Laboratories
    Santa Clara, CA
  • 01/2019 → 04/2024
    Intrepid Consulting Group, Llc
    Saint Johns, FL
  • 12/2019 → 01/2022
    Ecolab
    Saint Paul, MN
  • 01/2023 → 04/2024
    First Command Brokerage Services
    Fort Worth, TX
  • 01/2023 → 03/2023
    H&R Block
    Saint Johns, FL
  • 01/2018 → 05/2018
    Endologix
    Irvine, CA
  • 04/2024 → 07/2024
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 06/2018 → 11/2019
    Becton Dickinson
    San Jose, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2024-04-20 → 2024-07-22
    First Command Advisory Services
    Fort Worth, TX
    Orange Park, FL
Other Businesses

OBA-111819|OrgNmn:Intrepid Consulting Group, LLC|Org Addr:Saint John,Florida,US|OBA Nature:Business Strategy Consultancy|Invst Rel:N|Title:Officer|Duties:I provide business consultancy services|StrtDt:08-14-19|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-11
  • S66 Uniform Combined State Law Examination
    2024-03-11
Other Names
  • Gregory William Morrow
  • Gregory W Morrow

View on SEC IAPD

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SANCHEZ WEALTH MANAGEMENT GROUP, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
REVISION WEALTH MANAGEMENT LLC

Other Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

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