Jacob C. Morris
FUN FINANCIAL LLC
Staatsburg, NY
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CRD#: 7252337
Professional summary
Jacob Carpenter Morris, who also goes by Jake Morris, is a registered financial advisor currently at FUN FINANCIAL LLC located in Staatsburg, New York.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jacob has worked at 1 firm .
Biography
Jake Morris is the founder of Fun Financial.
As a former professional musician, Jake entered into the financial planning field because he saw the opportunity to help people. He started Fun Financial because he saw the need for a highly client-centric financial planning experience that lets you be you. Our core values are honesty, transparency, and empowerment. At Fun Financial, we are as focused on the qualitative factors that make you unique as we are on the quantitative factors of your life. We understand that money can be emotional and that your goals, priorities, and communication style are distinctly your own. We are here to help you live your best life now while balancing your dreams for the future and don’t see the two as being mutually exclusive.
Jake lives in New York's Hudson Valley with his wife Whitney. They are expecting their first child, a baby girl, in March of 2021.
If you’re ready to feel empowered about your financial future, let’s connect.
www.funfinancial.com
Plan for tomorrow. Live for today.™
Question & Answer
What are your service offerings?
We specilize in working with c...
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Entrepreneurs
Fixed Fee (Subscription, Retai...
Generation X
Are you a "fiduciary"?
Yes
Aliases
Jake 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.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Carpenter 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®
NoneExperience
Current
August 27, 2021 - Present
FUN FINANCIAL LLC
RIA
CRD#: 308379
Staatsburg, NY
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
New York(8/27/2021)
Exams
Current Firm
FUN FINANCIAL LLC
FUN FINANCIAL LLC
CRD#: 308379 / SEC#:
New York
Registered Investment Advisory firm - (6/11/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Staatsburg, NY
Mailing Address
Phone number
(917) 664-9779
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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