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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)19 years in industry

MORGAN P JONES

Advisor at STRATEGIC ADVISERS LLC

KANSAS CITY, MO | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:77dd3057-12c9-8209-2e7e-2f703cb80b42

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 24, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 23, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jan 23, 2007
First registration: Jan 24, 2007
Dual registered: yes, broker-dealer
Other names: MORGAN PERRY JONES
IAPD individual key: 5117500

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	KANSAS CITY, MO\|OVERLAND PARK, KS	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|KANSAS CITY, MO\|OVERLAND PARK, KS	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Dec 13, 2013	Jul 13, 2018	no	OVERLAND PARK, KS	Previous registration
PRAIRIE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Aug 6, 2010	Apr 27, 2012	no	KANSAS CITY, MO	Previous registration
PRAIRIE CAPITAL MANAGEMENT LLC	n/a	Jan 2, 2008	Aug 2, 2010	no	KANSAS CITY, MO	Previous registration
PRAIRIE CAPITAL MANAGEMENT INC	n/a	Jan 24, 2007	Dec 31, 2007	no	KANSAS CITY, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
PRAIRIE CAPITAL MANAGEMENT, LLC	STRATEGIC ADVISERS LLC	Apr 27, 2012	Dec 13, 2013	595	Firm change after gap	Other
PRAIRIE CAPITAL MANAGEMENT LLC	PRAIRIE CAPITAL MANAGEMENT, LLC	Aug 2, 2010	Aug 6, 2010	4	Firm change	Other
PRAIRIE CAPITAL MANAGEMENT INC	PRAIRIE CAPITAL MANAGEMENT LLC	Dec 31, 2007	Jan 2, 2008	2	Firm change	Other

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Dec 13, 2013 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ PRAIRIE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 6, 2010 to Apr 27, 2012factForm ADV
→ PRAIRIE CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 2, 2008 to Aug 2, 2010factForm ADV

Dated events

No dated event names this entity yet.