John C. Morris

TRIBRIDGE PARTNERS FINANCIAL

COLUMBIA, MD 21046

CRD#: 4863928

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Professional summary

John Christopher Morris, CFP®, who also goes by John C Morris, is a registered financial advisor currently at TRIBRIDGE PARTNERS FINANCIAL LLC located in Columbia, Maryland.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. John has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Min. Asset: Under $50K

Services Offered

Insurance Planning

Employee and Employer Plan Benefits

Comprehensive Financial Planning

Debt Management

Business Succession Planning

Divorce Planning

Aliases

John C Morris

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Christopher Morris's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

May 17, 2024 - Present

TRIBRIDGE PARTNERS FINANCIAL LLC

Office #1: 6721 Columbia Gateway Drive Suite 100, Columbia, MD 21046

RIA

CRD#: 326489

COLUMBIA, MD

Past

May 10, 2006 - June 9, 2025

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Columbia, MD

Past

April 20, 2005 - June 9, 2026

MML INVESTORS SERVICES, LLC

CRD#: 10409

Columbia, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRIBRIDGE PARTNERS FINANCIAL LLC

TRIBRIDGE PARTNERS FINANCIAL LLC | TRIBRIDGE WEALTH MANAGEMENT LLC | TRIBRIDGE WEALTH ADVISORS LLC

CRD#: 326489 / SEC#: 801-129200

RIA

Registered Investment Advisory firm - (5/15/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(5/17/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/30/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/19/2005

General Securities Representative Examination

Current Firm

TRIBRIDGE PARTNERS FINANCIAL LLC

TRIBRIDGE PARTNERS FINANCIAL LLC | TRIBRIDGE WEALTH MANAGEMENT LLC | TRIBRIDGE WEALTH ADVISORS LLC

CRD#: 326489 / SEC#: 801-129200

RIA

Registered Investment Advisory firm - (5/15/2024 Approved)

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Contact information

Main Address

6721 Columbia Gateway Drive Suite 100, Columbia, MD 21046

Mailing Address

Phone number

(240) 422-8799

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (4/1/2025)

Regulatory assets under management

Total Number of Accounts	257
AUM (Assets Under Management)	$ 1,201,915,665

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John C. Morris

Professional summary

At a Glance

Services Offered

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Christopher Morris's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIBRIDGE PARTNERS FINANCIAL LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

TRIBRIDGE PARTNERS FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/30/2006

SIE

Date: 10/1/2018

Series 7

Date: 4/19/2005

Current Firm

TRIBRIDGE PARTNERS FINANCIAL LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRIBRIDGE PARTNERS FINANCIAL LLC

TRUST BUT VERIFY

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