Morgan Zafonte is a CFP-designated registered investment advisor at Jmac Enterprises LLC, based in Newtown, PA, with 7 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 348 clients with $920M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brick House Strategic Wealth's fees for managing your investments are based on a percentage of the value of your portfolio, up to 1.50% annually. The exact percentage depends on the complexity of your situation, the amount they manage, and your overall relationship with them. Fees are paid quarterly, in advance. The firm may use independent managers, and in some cases, you'll be charged a separate fee by those managers.
Location
201 South State St, Suite 2A, Newtown, PA, 18940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Morgan works as a financial advisor for an RIA called Wealth Advisory Group. This is an investment-related activity and takes nearly full-time hours.
Employment History
Current Registrations
Jmac Enterprises LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations1 state
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