Aaron D. Morris

HIGHLINE WEALTH PARTNERS

Sherman Oaks, CA 91403

Some features on this profile are disabled

CRD#: 5505406

Professional summary

Aaron Dejuan Morris, AIF® is a registered financial advisor currently at HIGHLINE WEALTH PARTNERS located in Sherman Oaks, California.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Aaron has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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.

1)AARON MORRIS INDEPENDENT INSURANCE - AGENT - INSURANCE SERVICES - SINCE 05/2011 - GRANADA HILLS, CA - INVESTMENT RELATED--- 2)San Fernando Community Health Center; No; 732 Mott St, San Fernando, CA 91340, United States; Nonprofit Organization; Vice Chair; 01/01/2013; 0%; Provide health Services to the underserved San Fernando Community 3)Community OUTreach Alliance; No; "10518 Odessa Ave, Granada Hills, CA 91344, United States; Nonprofit Organization; General Board Member; 06/02/2013; 0%; health and fitness, sex education, community organization and charity

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Dejuan 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

Experience

Current

August 21, 2018 - Present

HIGHLINE WEALTH PARTNERS

Office #1: 15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403

RIA

CRD#: 284712

Sherman Oaks, CA

Past

October 27, 2017 - April 11, 2018

DFPG INVESTMENTS, LLC

CRD#: 155576

Calabasas, CA

Past

April 20, 2016 - April 30, 2018

AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC

RIA

CRD#: 160322

CALABASAS, CA

Past

September 22, 2014 - November 8, 2017

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

CALABASAS, CA

Past

June 18, 2014 - September 23, 2014

SECURITIES AMERICA, INC.

CRD#: 10205

CALABASAS, CA

Past

July 27, 2011 - May 2, 2014

M HOLDINGS SECURITIES, INC.

CRD#: 43285

EL SEGUNDO, CA

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".

HIGHLINE WEALTH PARTNERS

CHARLESWORTH & RUGG, INC. | HIGHLINE WEALTH PARTNERS, LLC | HIGHLINE WEALTH PARTNERS

CRD#: 284712 / SEC#: 801-108350

RIA

Registered Investment Advisory firm - (9/6/2016 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

California
(8/21/2018)

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: 4/16/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/14/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/11/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/1/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/26/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HIGHLINE WEALTH PARTNERS

CHARLESWORTH & RUGG, INC. | HIGHLINE WEALTH PARTNERS, LLC | HIGHLINE WEALTH PARTNERS

CRD#: 284712 / SEC#: 801-108350

RIA

Registered Investment Advisory firm - (9/6/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403

Mailing Address

Phone number

(818) 340-0157

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

2025 02 28 HIGHLINE WEALTH PARTNERS FORM ADV PART 2A (2/28/2025)

Regulatory assets under management

Total Number of Accounts	832
AUM (Assets Under Management)	$ 665,649,057

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.

Similar Advisors

Danielle Barrios

MORGAN STANLEY

IAR

Beverly Hills, CA

Jon Neuhaus

MORGAN STANLEY

IAR

El Segundo, CA

John Powell

EQUITABLE ADVISORS, LLC

IAR

Los Angeles, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Aaron D. Morris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Dejuan Morris's CRS (Customer Relationship Summary).

Certified licenses

Experience

DFPG INVESTMENTS, LLC

AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

SECURITIES AMERICA, INC.

M HOLDINGS SECURITIES, INC.

Primary Firm SEC Registration

HIGHLINE WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 4/16/2016

Series 63

Date: 5/14/2011

SIE

Date: 4/11/2018

Series 7

Date: 9/1/2015

Series 6

Date: 7/26/2011

Current Firm

HIGHLINE WEALTH PARTNERS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HIGHLINE WEALTH PARTNERS

TRUST BUT VERIFY

Similar Advisors