David H. Morgan

R.E.A.P., Llc

4651 Salisbury Road
Suite 400

Jacksonville, FL 32256

386-793-8981

A truly multi-disciplinary approach to all of your affairs.

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.

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

Number of Years with Current Firm

Work Experience

Full service estate planning, income modeling, and independent wealth advisory, and tax planning work.

Work with the following types of clients

Individual Investors, Businesses, Investment Clubs

Services

Investment Types

Stocks, Mutual Funds, Bonds, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Can meet clients in the following ways

Via Phone, Your Home, Via Email, Your Office, Our Office

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

CFF, MSFS, CEP^®, MSFS, CEA, CFF, RMA

Securities Licenses

Series 65

Insurance and Annuity Licenses

Annuity, Life, Long Term Care

Financial Organization Memberships

MSFS, Society of Financial Services Professionals

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

Education

BA, Honors - Political Science & History

Indiana University
1974 - 1978

Overseas Scholar - Economics, Social Sciences

Polytechnic of Central London (Westminster)
1976 - 1977

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