Jonathan D. Morris
Professional summary
Jonathan David Michael Morris, who also goes by Jonathan David Morris, is a registered financial professional currently at MARCH CAPITAL CORP. located in Skokie, Illinois.
Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2005. Jonathan has worked at 7 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jonathan David Michael Morris's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 12, 2026 - Present
MARCH CAPITAL CORP.
October 21, 2021 - February 4, 2022
FRONTIER SECURITIES
July 31, 2017 - October 29, 2019
US ARMA PARTNERS LP
March 16, 2017 - July 21, 2017
ABG, LLC
January 11, 2013 - July 20, 2015
BLACKSTONE SECURITIES PARTNERS L.P.
November 19, 2012 - November 29, 2012
GRIDLEY & COMPANY LLC
September 13, 2005 - October 18, 2012
CREDIT SUISSE SECURITIES (USA) LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
MARCH CAPITAL CORP.
CRD#: 24142 / SEC#: , 8-41173
Contact information
FINRA licenses (25 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| RICE, RICHARD JAY | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 725697 |
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 83,479,520 |
Red Flags
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