David H. Morgan
R.E.A.P., Llc
4651 Salisbury Road
Suite 400
Jacksonville, FL 32256
3867938981
About R.E.A.P., Llc
The REAP Companies (Retirement & Estate Advisors & Professionals, LLC)
We at REAP, LLC. are proud to have helped many families and individuals over the years. Our
firm uses a robust team approach to focus on retirement and income issues, wealth management, estate planning needs and tax and related challenges.
REAP is a professional firm designed to assist families in protecting their assets and
maintaining their standard of living. The following is a partial list of services we provide:
Asset Protection and Preservation
Estate Tax Limitation or Reduction
Wealth and Estate Transfer Planning
Individual and Family Trust Planning
Planning for Disability or Incompetence
Capital Gains Tax Reduction
Reduction of Taxes on Social Security Benefits
Income Tax Reduction and Increasing Spendable Income
Seminars Specializing in Estate, Income, Financial & Tax
Advisory Issues
Many families can better organize their estate, income, financial and tax affairs when they
know about the many solutions that are available beyond what they are told by their
stockbrokers, accountants and attorneys.
See Disclosures
General Information
Firm Start Year
2004
No. of Employees
2-4
CRD#
1162104
Firm CRD#
146512
Insurance License#
K070691
Name of Broker/Dealer
REAP in Wealth Management, LLC
Name of Custodial Firm
TDAmeritrade, Schwab
States Licensed in
Florida, Georgia, California, & Illinois
Years of Experience in Financial Services
28
Number of Years with Current Firm
15
Work Experience
Full service estate planning, income modeling, and independent wealth advisory, and tax planning work.
Work with the following types of clients
Businesses, Investment Clubs, Individual Investors
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
Have a clean record
Criminal Disclosures in Last 5 years
Have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
MSFS, CEP®, CFF, CEA, RMA
Securities Licenses
Series 65
Insurance and Annuity Licenses
Long Term Care, Life, Annuity
Financial Organization Memberships
Society of Financial Services Professionals, MSFS
Non-Financial Organization Memberships
Certified Estate Planning network Certified Financial Fiduciary designation
Firm Information
Firm's Number of Clients
400
Firm's Number of Planning Clients
400
Firm's Number of Managed Clients
250
Assets Managed by Firm
28+MM
Advisor's Number of Clients
400
Advisor's Number of Managed Clients
150
Advisor's Number of Planning Clients
350
Assets Managed by Advisor
Same
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$25,000
Fee % Based on Assets
1%
Education
BA, Honors - Political Science & History
Indiana University
1974 -1978
Overseas Scholar - Economics, Social Sciences
Polytechnic of Central London (Westminster)
1976 -1977
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1872282/rothira-R.E.A.P.,-Llc-detailed-disclosure.html