Aaron Josiah Morris

CFP

Captrust

18 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Captrust

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

841 advisors

Number of Clients

36,839 clients

Average Client Portfolio

$29.4M average

Assets Under Management

$1083.1B

Location

5745 Raccoon River Drive, Suite 160, West Des Moines, IA, 50266

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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.

Employment History

Current Registrations

Captrust

April 2015 - Present · 10 yrs 10 mos

Capfinancial Securities, LLC.Broker

November 2011 - Present · 14 yrs 3 mos

Previous Registrations

Captrust Financial Advisors or "captrust"

November 2011 - April 2015 · 3 yrs 5 mos

Securian Financial Services, INC.

March 2007 - November 2011 · 4 yrs 8 mos

Securian Financial Services, INC.Broker

March 2007 - November 2011 · 4 yrs 8 mos

State Registrations6 states

FLGAIAKSNEWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.