JM
CFP · ChFC
JM
CFP · ChFC

Jarrett Franklin Morris

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
427 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$708.4M

Fee Structure

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Location

600 N King St, Suite 200, Wilmington, DE, 19801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jarrett is an investment advisor representative and registered representative, spending most of his time on investment advisory services. He also works as an independent insurance agent for various companies and is a partner in a public accounting firm, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Riversedge Advisors
October 2018 - Present · 7 yrs 4 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
December 2012 - October 2018 · 5 yrs 10 mos
Cambridge Investment Research, INC.Broker
December 2012 - October 2018 · 5 yrs 10 mos
Securian Financial Services, INC.
August 2006 - December 2012 · 6 yrs 4 mos
Securian Financial Services, INC.Broker
June 2006 - December 2012 · 6 yrs 6 mos
State Registrations5 states
DCDENJPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.