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Jarrett Franklin Morris

Jarrett F. Morris

RIVERSEDGE ADVISORS
WILMINGTON, DE 19801
Some features on this profile are disabled
CRD#: 5146654
Jarrett Franklin Morris

Professional summary

Jarrett Franklin Morris, AIF®, CFP®, ChFC® is a registered financial advisor currently at RIVERSEDGE ADVISORS located in Wilmington, Delaware.

Jarrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jarrett has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Jarrett Franklin 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®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2011

ChFC®

Chartered Financial Consultant

Experience

Current

October 1, 2018 - Present

RIVERSEDGE ADVISORS

Office #1: 600 N King St Suite 200, Wilmington, DE 19801
RIA
CRD#: 298390
WILMINGTON, DE
Past

October 1, 2018 - December 31, 2025

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Wilmington, DE
Past

December 3, 2012 - October 10, 2018

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
WILMINGTON, DE
Past

December 3, 2012 - October 10, 2018

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
WILMINGTON, DE
Past

August 14, 2006 - December 4, 2012

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
NEWARK, DE
Past

June 1, 2006 - December 4, 2012

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
NEWARK, DE

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".
RA
RIVERSEDGE ADVISORS
BLUE ROCK FINANCIAL GROUP | RIVERSEDGE ADVISORS, LLC | RIVERSEDGE ADVISORS | BLUE ROCK RIVERSEDGE

CRD#: 298390 / SEC#: 801-113978

RIA
Registered Investment Advisory firm - (9/12/2018 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
Delaware
(10/1/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/31/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/19/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/31/2006
General Securities Representative Examination

Current Firm

RA
RIVERSEDGE ADVISORS
BLUE ROCK FINANCIAL GROUP | RIVERSEDGE ADVISORS, LLC | RIVERSEDGE ADVISORS | BLUE ROCK RIVERSEDGE

CRD#: 298390 / SEC#: 801-113978

RIA
Registered Investment Advisory firm - (9/12/2018 Approved)
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Contact information

Main Address
600 N King St Suite 200, Wilmington, DE 19801
Mailing Address
Phone number
(302) 573-6864
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RIVERSEDGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/19/2026)

Regulatory assets under management

Total Number of Accounts1,515
AUM (Assets Under Management)$ 928,361,820

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.

Company Information

RIVERSEDGE ADVISORS

CRD#: 298390Wilmington, DE 19801

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