Jarrett F. Morris
RIVERSEDGE ADVISORS
WILMINGTON, DE 19801
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CRD#: 5146654
Professional summary
Jarrett Franklin Morris, AIF®, CFP®, ChFC® is a registered financial advisor currently at RIVERSEDGE ADVISORS located in Wilmington, Delaware and PURSHE KAPLAN STERLING INVESTMENTS located in Wilmington, Delaware.
Jarrett is registered as an IAR (Investment Advisor Representative) and RR (Registered 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.
Jarrett Morris is dually-registered as an investment advisor representative with RiversEdge Advisors, LLC- since 09/2018) and as a Registered Representative with Purshe Kaplan Sterling Investments, Inc. ("PKS" - since 10/2018). Business is conducted from the Registered Branch Office Location. Approximately 90% of Mr. Morris' time is for services as an Investment Advisor Representative and the balance as a Registered Representative. Riversedge Advisors, LLC and PKS are not affiliated. Riversedge Advisors, LLC. Investment related business. See Registered Branch Office Location. Co-Founder & CCO. Started 10/18. Approximately 40-50 hrs/mo devoted. Approximately 40-50 hours devoted during trading hours. Duties are investment, financial planning, etc. MRMB,LLC, See Registered Branch Office Location, 10/2012 as an owning partner of partnership for professional purposes. Investment related - 5 hr/mo - 0/trading. Crump Life Insurance, 280 s 400 w, STE 100, Salt Lake City, UT, 12/2012 as independent insurance agent for various independent insurance companies. 1 hr/mo. One Resource Group, 809 s Calhoun ST, STE 600, Fort Wayne, IN, 12/2012 as independent insurance agent for various independent insurance companies. 1 hr/mo. Just Numbers Inc. Investment related business. See Registered Branch Office Location. Investment financial planning. Owner. Started 03/2017. Approximately 1 hr/mo devoted. Approximately 1 hr/mo devoted during trading hours. Duties are investment financial planning. Highland Capital. 2002 Renaissance Blvd., Suite 220, King of Prussia, PA 19406. 2/2014 as independent insurance agent for various independent insurance companies. 5 hrs/mo. The Peterman Group. Not investment related business. Located 105 Montgomery Avenue, Suite 2051, Montgomeryville, PA 18936. Independent insurance agent for various independent insurance companies. � hr/mo. RiversEdge Business Services dba RiversEdge Tax & Advisory; Investment related: Yes; 600 N King St, Suite 200 Wilmington DE 19801 USA; Public Accounting Firm; Position Title: Partner; Start date: 2024-08-01; Hours per month during trading hours: 2; Hours per month outside trading hours: 2.
CRS (Client Relationship Summary) - RIA
Click below to view Jarrett Franklin Morris's 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®
Start date: 2011
Experience
Current
October 1, 2018 - Present
RIVERSEDGE ADVISORS
Office #1: 600 N King St Suite 200, Wilmington, DE 19801RIA
CRD#: 298390
WILMINGTON, DE
Current
October 1, 2018 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 600 N. King Street Suite 200, Wilmington, DE 19801BD
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Delaware(10/1/2018)
IAR
Delaware(10/1/2018)
RR
District of Columbia(10/1/2018)
RR
New Jersey(10/1/2018)
RR
Pennsylvania(10/1/2018)
RR
Virginia(10/1/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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)Upgrade to AdvisorCheck Premium
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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
17
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,415 |
| AUM (Assets Under Management) | $ 708,414,018 |
Red Flags
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Company Information
RIVERSEDGE ADVISORS
CRD#: 298390Wilmington, DE 19801TRUST BUT VERIFY
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