Jaquelyn Morbitzer
Investment adviser representative at Tlg Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$2.3BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Tlg Advisors, Inc.Feb 2025 to now
- The Leaders Group IncFeb 2025 to now
- Golconda PartnersAug 2024 to now
- J.P. Morgan Securities LLCSep 2023 to Oct 2024
- First Republic Investment Management, IncMar 2021 to Sep 2023
- First Republic Securities Company, LLCMar 2021 to Sep 2023
- Agenda Columbus Inc.Sep 2019 to Mar 2021
- JP Morgan Securities, LLCJun 2017 to Mar 2021
- JPMorgan Securities LLCJun 2017 to Feb 2019
- JP Morgan Chase Bank, N.A.Feb 2017 to Feb 2019
- JPMorgan Chase BankFeb 2017 to Jun 2017
- Kate Spade New YorkNov 2016 to Aug 2017
- Cfd InvestmentsSep 2016 to Feb 2017
- Clark-guy & AssociatesSep 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
Tlg Advisors, Inc.
$2.3BAssets managed
5,161Clients
298Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6384752
- Firm CRD
- 111052