Jacob Pierce Morgan
Investment adviser representative at Horizon Investments LLC
12 yearsExperience
1 stateRegistered in
$8.5BFirm assets
26 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Quasar Distributors, LLCJul 2025 to now
- Horizon Investments LLCJun 2025 to now
- The HartfordMay 2024 to Aug 2024
- Berry CollegeAug 2023 to May 2025
- Emory & HenryAug 2021 to May 2023
- Premium PressureApr 2021 to Aug 2023
- Pine Lake Prep High SchoolAug 2017 to May 2021
- Pine Lake Prep Middle SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Horizon Investments LLC
$8.5BAssets managed
1,467Clients
27Advisers
26 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
- 8114969
- Firm CRD
- 109552