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Jacob Pierce Morgan

Investment Adviser Representative at HORIZON INVESTMENTS LLC

Charlotte, NCCRD #8114969Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
States Registered
11 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 11 states
AlabamaConnecticutFloridaMaineMassachusettsMississippiNew HampshireNew YorkNorth CarolinaRhode IslandVermont
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/30/2025
Series 7
General Securities Representative Examination
Passed 7/25/2025
SIE
Securities Industry Essentials Examination
Passed 1/27/2025

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Horizon Investments LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

HORIZON INVESTMENTS LLCCurrent
10/23/2025Charlotte, NC

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

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.

Jacob Pierce Morgan - Financial Advisor in Charlotte, NC | AdvisorFinder