Jacob Bellinger (CRD# 7678556) is an Investment Advisor Representative working at Morris Financial Concepts, Inc. in Mount Pleasant, SC and has 1 year of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morris Financial Concepts, Inc. | Mt. Pleasant, SC | Feb 2022 - Current | 2 |
| Instacart | Mt. Pleasant, SC | Jul 2020 - Current | 3 |
| Doordash | Mt. Pleasant, SC | Mar 2020 - Current | 4 |
| Bellingers Stores | Mt. Pleasant, SC | Jun 2019 - Current | 4 |
| Verizon | Savannah, GA | Jan 2020 - Jan 2020 | < 1 |
| Liberty Group | Orangeburg, SC | Sep 2019 - Nov 2019 | < 1 |
| Waffle House | Columbia, SC | Jul 2019 - Aug 2019 | < 1 |
| Sprint | Columbia, SC | Aug 2018 - May 2019 | < 1 |
| Unemployed | Orangeburg, SC | Jun 2018 - Aug 2018 | < 1 |
| Mobile Ready | Orangeburg, SC | Oct 2017 - Jun 2018 | < 1 |
| Uber | Orangeburg, SC | Jul 2016 - Apr 2018 | 1 |
| Lyft | Orangeburg, SC | Jul 2016 - Apr 2018 | 1 |
| T-mobile | Columbia, SC | Jan 2017 - Oct 2017 | < 1 |
| Belleville Cemetery | Orangeburg, SC | Sep 2016 - Nov 2016 | < 1 |
| Amazon | Columbia, SC | Sep 2016 - Nov 2016 | < 1 |
| Dominos Pizza | Orangeburg, SC | Feb 2016 - Jul 2016 | < 1 |
| Walmart | Orangeburg, SC | Nov 2015 - Apr 2016 | < 1 |
| Dominos Pizza | Orangeburg, SC | Apr 2013 - Nov 2015 | 2 |
| Walmart | Hardeeville, SC | May 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- SC
-
Total Assets Under Management408MILLIONS
-
Total Number of Accounts910ACCOUNTS
-
Average Account Value$448,713
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, FL, GA, LA, NC, SC, TX, VA
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