Morgan Zafonte
Jmac Enterprises · Newtown, Pennsylvania
Morgan Zafonte is a fee-only financial advisor at Jmac Enterprises in Newtown, Pennsylvania, who holds the CFP credential. Jmac Enterprises reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Jmac Enterprises |
|---|---|
| Based in | Newtown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $722.4M across 183 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6091926 |
| Exams passed | Series 66 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.brickhousestrategicwealth.com |
How Morgan's firm compares
- Jmac Enterprises's average account is about $3.9 million, from its Form ADV (assets managed divided by 183 accounts).
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Questions about Morgan
Is Morgan Zafonte a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Morgan holds no broker registration, and Jmac Enterprises reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Morgan charge for financial advice?
Morgan's firm, Jmac Enterprises, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Morgan Zafonte based?
Morgan Zafonte is based in Newtown, Pennsylvania.
What credentials does Morgan Zafonte hold?
Morgan Zafonte holds the CFP credential.
Is Morgan Zafonte registered with the SEC?
Yes. Morgan Zafonte is registered as an investment adviser representative in PA (CRD 6091926), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Jmac Enterprises manage?
Jmac Enterprises reports $722.4M across 183 accounts in assets under management.
How do I contact Morgan Zafonte?
Through Morgan's website, www.brickhousestrategicwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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