Jacob Pierce Morgan
Investment Adviser Representative at Horizon Investments LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Pierce Morgan is an investment adviser representative with Horizon Investments LLC in Charlotte, NC, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 25
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
11 states and territories
Alabama, Connecticut, Florida, Maine, Massachusetts, Mississippi, New Hampshire, New York, North Carolina, Rhode Island, Vermont
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Horizon Investments LLCJun 2025 – no end date reportedCharlotte, NC
- Quasar Distributors, LLCJul 2025 – no end date reportedCharlotte, NC
- Emory & HenryAug 2021 – May 2023Emory, VA
- Premium pressureApr 2021 – Aug 2023Charlotte, NC
- Berry CollegeAug 2023 – May 2025Rome, GA
- The HartfordMay 2024 – Aug 2024Charlotte, NC
- Pine lake prep high schoolAug 2017 – May 2021Mooresville, NC
- Pine lake prep middle schoolAug 2014 – May 2017Mooresville, NC
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Horizon Investments LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Goals-Based Strategies (Gain, Protect, and Spend portfolios), Horizon Custom Portfolios (customizable separately managed accounts/SMAs), Horizon One Consulting (outsourced CIO/OCIO solution and practice management services), technology software for client investment guidance, and Horizon Funds (mutual funds and ETFs).
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 27
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Charlotte, NC
- SEC file number:
- 801-57316
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 16, 2026
View full firm profileOther advisors at Horizon Investments LLC
Showing 12 of 27 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Pierce Morgan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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