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.
- Strategic Wealth Investment Group, LLCSep 2026 to now
- Strategic Wealth DesignersAug 2026 to now
- American FidelityNov 2025 to Sep 2026
- Edward JonesJul 2023 to Oct 2025
- MaxrteSep 2022 to Jun 2023
- CovermeAug 2021 to Sep 2022
- UnemployeedJan 2021 to Jul 2021
- Heartland ImagingJul 2019 to Dec 2020
- WaystarNov 2018 to Jun 2019
- 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