Morgan Stanley
47yrs
Top advisor by experience in New York
7yrs
Jaquelyn Morbitzer
Financial advisor at TLG Advisors
Based in New York, New York, Jaquelyn Morbitzer is a fiduciary financial advisor with 7 years of industry experience. Jaquelyn joined TLG Advisors in 2025, after less than a year at J.P. Morgan Securities and four years at J.P. Morgan Private Wealth Advisors. TLG Advisors offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office550 5th Avenue, 11th Floor, New York, NY 10036
FirmTLG Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$430,112
Advisors at the firm301
States licensed ?1 state
Services through TLG Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2025 – nowTLG Advisors, Inc.Current firm
- Jun 2024 – Oct 2024J.P. Morgan Securities LLCPreviously
- 2021 – 2024J.P. Morgan Private Wealth Advisors LLCPreviously
- May 2019 – Mar 2021J.P. Morgan Securities LLCPreviously
Contact Jaquelyn
550 5th Avenue, 11th FloorNew York, NY 10036Office · Get directions Firm main line(888) 371-0013Headquarters: TLG Advisors · Summit, NJ LinkedIn pageTLG Advisors
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Questions to ask Jaquelyn
Tailored to Jaquelyn’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jaquelyn
How do I contact Jaquelyn?
Call TLG Advisors at (888) 371-0013 and ask for Jaquelyn Morbitzer. Jaquelyn works from the New York, NY office.
How long has Jaquelyn been a financial advisor?
Jaquelyn has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Jaquelyn hold?
Series 66. Tap any license on this page to see what it allows.
Is Jaquelyn a fiduciary?
Jaquelyn is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jaquelyn paid?
TLG Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jaquelyn for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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