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Jacob Edward Morgan

Raymond James Financial Services Advisors, Inc

Orlando, FL

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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-20
  • FL RA
    APPROVED
    Since 2026-08-20

Branch Locations

720 Rugby St Suite 200 , Orlando, FL 32804 • 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
Raymond James Financial Services, Inc. Orlando FL 06/2026 Present
Millers Ale House Orlando FL 10/2022 05/2026
Greystar Orlando FL 05/2025 04/2026
Dick's Sporting Goods Marietta GA 10/2020 08/2021
Tin Lizzies Cantina Marietta GA 05/2022 09/2022
School Marrietta GA 06/2016 10/2020
Chili's Bar And Grill Orlando FL 08/2021 01/2022
Panera Bread Orlando FL 01/2022 05/2022
Michael Clark Cfp Orlando FL 06/2026 Present
University Of Central Florida Orlando FL 08/2021 05/2026
Raymond James Financial Services Advisors, Inc. Orlando FL 08/2026 Present
  • 06/2026 → Present
    Raymond James Financial Services, Inc.
    Orlando, FL
  • 10/2022 → 05/2026
    Millers Ale House
    Orlando, FL
  • 05/2025 → 04/2026
    Greystar
    Orlando, FL
  • 10/2020 → 08/2021
    Dick's Sporting Goods
    Marietta, GA
  • 05/2022 → 09/2022
    Tin Lizzies Cantina
    Marietta, GA
  • 06/2016 → 10/2020
    School
    Marrietta, GA
  • 08/2021 → 01/2022
    Chili's Bar And Grill
    Orlando, FL
  • 01/2022 → 05/2022
    Panera Bread
    Orlando, FL
  • 06/2026 → Present
    Michael Clark Cfp
    Orlando, FL
  • 08/2021 → 05/2026
    University Of Central Florida
    Orlando, FL
  • 08/2026 → Present
    Raymond James Financial Services Advisors, Inc.
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-04
  • S66 Uniform Combined State Law Examination
    2026-08-04

View on SEC IAPD

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