Jenna L. Nichol-fitzgerald
Professional summary
Jenna Lea Nichol-fitzgerald, who also goes by Jenna Lea Nichol, Jenna L Nichol-fitzgerald, is a registered financial advisor currently at MORRIS WEALTH MANAGEMENT located in Anderson, California.
Jenna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jenna has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jenna Lea Nichol-fitzgerald's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 12, 2025 - Present
MORRIS WEALTH MANAGEMENT
Office #1: 2807 Childress Drive, Anderson, CA 96007July 7, 2025 - October 22, 2025
MORRIS WEALTH MANAGEMENT
October 17, 2024 - July 7, 2025
EDWARD JONES
September 25, 2024 - July 7, 2025
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/18/2025)
(9/12/2025)
Exams
Series 7TO
Date: 9/25/2024
General Securities Representative ExaminationCurrent Firm
MORRIS WEALTH MANAGEMENT
CRD#: 338474 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 205 |
| AUM (Assets Under Management) | $ 68,535,000 |
Red Flags
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