Jaquelyn Morbitzer
Investment Adviser Representative at TLG Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jaquelyn Morbitzer is an investment adviser representative with TLG Advisors, Inc. in New York, NY, where they have been registered since 2025. They have worked in the securities industry since 2017 and have been registered with 3 firms, including J.p. Morgan Private Wealth Advisors LLC and J.p. Morgan Securities LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in New York.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
1 state or territory
New York
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.
- CFD InvestmentsSep 2016 – Feb 2017Columbus, OH
- Clark-guy & AssociatesSep 2016 – Feb 2017Columbus, OH
- Jpmorgan Chase BANKFeb 2017 – Jun 2017Columbus, OH
- Jpmorgan Securities LLCJun 2017 – Feb 2019Columbus, OH
- KATE Spade NEW YORKNov 2016 – Aug 2017Columbus, OH
- Agenda Columbus Inc.Sep 2019 – Mar 2021Columbus, OH
- JP Morgan Chase BANK, N.A.Feb 2017 – Feb 2019Columbus, OH
- JP Morgan Securities, LLCJun 2017 – Mar 2021Columbus, OH
- First Republic Investment Management, IncMar 2021 – Sep 2023New York, NY
- First Republic Securities Company, LLCMar 2021 – Sep 2023New York, NY
- J.p. Morgan Securities LLCSep 2023 – Oct 2024New York, NY
- Golconda PartnersAug 2024 – no end date reportedNew York, NY
- The Leaders Group IncFeb 2025 – no end date reportedLittleton, CO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About TLG Advisors, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
- Starlight Portfolios - $0 to $1,000,0000.68%
- Starlight Portfolios - Over $1,000,0000.50%
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
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 313
- Offices listed on AdvisorFinder:
- 79
- Main office:
- Summit, NJ
- SEC file number:
- 801-60458
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at TLG Advisors, Inc.
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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. Jaquelyn Morbitzer 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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