Featured Business Financial Advisor in Jacksonville, FL
Jacksonville Financial Advisors
R.E.A.P., Llc
4651 salisbury Road, Suite 400
Jacksonville, FL 32256
(352) 433-6565
“A truly multi-disciplinary approach to all of your affairs.”
Advisor Profile
David H. Morgan MSFS, CEP®, CFF
Name:  David H. Morgan MSFS, CEP®, CFF
Phone Number:  (352) 433-6565
Website:  Visit Website

About R.E.A.P., Llc

The REAP Companies (Retirement & Estate Advisors & Professionals, LLC)

We at REAP, LLC. are proud to have helped many families and individuals over the years. Our firm uses a robust team approach to focus on retirement issues, estate planning needs and other various financial challenges.

REAP is a professional firm designed to assist families in protecting their assets and maintaining their standard of living. The following is a partial list of services we provide:

Asset Protection and Preservation

Estate Tax Limitation or Reduction

Wealth and Estate Transfer Planning

Individual and Family Trust Planning

Planning for Disability or Incompetence

Capital Gains Tax Reduction

Reduction of Taxes on Social Security Benefits

Income Tax Reduction and Increasing Spendable Income

Seminars Specializing in Estate, Income, Financial & Tax

Advisory Issues

Many families can better organize their estate, income, financial and tax affairs when they know about the many solutions that are available beyond what they are told by their stockbrokers, accountants and attorneys.
 

General Information

Gender:    Male
CRD#:    146512
Firm CRD#:    146512
Insurance License#:    K070691
Name of Broker/Dealer:    REAP in Wealth Management, LLC
Name of Custodial Firm:    TDAmeritrade, Schwab
States Licensed in:    Florida, Georgia, Tennessee
States Willing to do Business in:    Any!
Years of Experience in Financial Services:    26
Number of Years with Current Firm:    15
Work Experience:    Full service estate planning, income modeling, and independent financial advisory work.
I work with the following types of clients:    Individual Investors, Businesses, Investment Clubs
 

Services

Investment Types:    Stocks, Mutual Funds, Bonds, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via phone, Via email, At my office, At your office, At your home
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Certified Senior Advisor (CSA)®, Certified Fund Specialist (CFS), Certified Estate Advisor (CEA)®, Masters in Financial Services (MSFS), Certified Estate Advisor (CEA)®
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Annuity, Life, Long Term Care
Financial Organization Memberships:    MSFS, Society of Financial Services Professionals
Non-Financial Organization Memberships:    Certified Estate Planning network Certified Financial Fiduciary designation
 

Firm Information

Firm's Number of Clients:    400
Firm's Number of Planning Clients:    400
Firm's Number of Managed Clients:    250
Assets Managed by Firm:    26+MM
Advisor's Number of Clients:    400
Advisor's Number of Managed Clients:    150
Advisor's Number of Planning Clients:    400
Assets Managed by Advisor:    Same
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $25,000
Compensation Methods:    Based on Assets
Fee % Based on Assets:    1%
 
 
 
Prepared By: David H. Morgan MSFS, CEP®, CFF
 
 
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