Jaquelyn Morbitzer is a registered investment advisor, based in Summit, NJ, with 8 years of industry experience.
Location
475 Springfield Ave, Summit, NJ, 07901
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jaquelyn is a Client Relationship Manager and handles project management pertaining to client transactions and insurance business at Golconda Partners LLC, dedicating about a quarter of her time. She is also an IAR Rep at TLG Advisors Inc.
Employment History
Current Registrations
The Leaders Group, INC.Broker
Tlg Advisors, INC.
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Private Wealth Advisors LLC
First Republic Securities Company, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations1 state
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