Jack
Morris
Eversource Wealth Advisors, LLC
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About this Advisor
Jack Morris is a financial advisor working out of Birmingham, Alabama with 2 years of industry experience. Morris is an advisor for Eversource Wealth Advisors, LLC. During their career, Morris has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Allied Mineral Products, Inc, Riverside Refractories, Inc, Brasfield & Gorrie, LLC, Bank Of America, N.A and Eversource Wealth Advisors, LLC. Morris holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Alabama and Texas. Eversource Wealth Advisors, LLC is a registered investment company that has its headquarters in Birmingham, AL. The investment advisory business has offices in 11 locations and a total of 40 financial advisors. It controls $2 billion in total assets among its 4,774 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves two charities and foundations. Of its 4,774 accounts, 58% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Eversource Wealth Advisors, LLC has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fee types billed by Eversource Wealth Advisors, LLC likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eversource Wealth Advisors, LLC Brokerage Details
$1,807,761,235
40
4,774
$378,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jack Morris Work History
Jack has been registered as a financial advisor for 2 years.*
Eversource Wealth Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Allied Mineral Products, Inc
Riverside Refractories, Inc
Brasfield & Gorrie, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jack Morris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eversource Wealth Advisors, LLC
Eustis, FL
Phoenix, AZ
Birmingham, AL
Jacksboro, TN
Birmingham, AL
Birmingham, AL
Birmingham, AL
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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