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Jeanine Morris

Investment adviser representative at Strategic Wealth Investment Group, LLC
11 yearsExperience
2 statesRegistered in
$1.4BFirm assets
6 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 assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Strategic Wealth Investment Group, LLCSep 2026 to now
  2. Strategic Wealth DesignersAug 2026 to now
  3. American FidelityNov 2025 to Sep 2026
  4. Edward JonesJul 2023 to Oct 2025
  5. MaxrteSep 2022 to Jun 2023
  6. CovermeAug 2021 to Sep 2022
  7. UnemployeedJan 2021 to Jul 2021
  8. Heartland ImagingJul 2019 to Dec 2020
  9. WaystarNov 2018 to Jun 2019
  10. Kentucky Society of CpasApr 2015 to Nov 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (IN, KY).

Strategic Wealth Investment Group, LLC

$1.4BAssets managed
3,900Clients
33Advisers
6 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
7777199
Firm CRD
165474
Advisor's SEC record (opens in a new tab)
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