Chase
Morris
Ae Wealth Management, LLC
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About this Advisor
Chase Morris is a financial advisor operating in Rancho Cucamonga, California with 1 year of relevant experience. Morris currently works for Ae Wealth Management, LLC. The advisor has gained experience at Sears Wealth Management & Insurance Solutions, Law Office Of Chase M. Morris, Olson & Hoggan, P.C, Utah First Judicial District Court, Utah Fourth Judicial District Court, Chief Judge Of United States District Court, District Of Utah, Law Offices Of Matt H. Morris, Apc, Utah County Attorney'S Office, Riverside County Attorney'S Office, A.R.M, Artistic Stone Masonry & Supply Co, J. Rueben Clark Law School, Brigham Young University and Ae Wealth Management, LLC. Morris has a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in California, Texas and Utah. Ae Wealth Management, LLC is a financial advisory business that has its headquarters in Topeka, KS. The firm has offices in 450 locations and a total of 571 people on staff. It administers $19 billion in assets between its 160,475 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 71 charities and foundations. Of its 160,475 client accounts, just 3% belong to high-net-worth investors who have at least $1 million in investable assets. The business has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees usually depend on the services. Fees billed by Ae Wealth Management, LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$19,248,840,448
571
160,475
$119,949
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Chase Morris Work History
Chase has been registered as a financial advisor for 1 years.*
Sears Wealth Management & Insurance Solutions
Law Office Of Chase M. Morris
Ae Wealth Management, LLC
Olson & Hoggan, P.C
Utah First Judicial District Court
Utah Fourth Judicial District Court
Chief Judge Of United States District Court, District Of Utah
Law Offices Of Matt H. Morris, Apc
Utah County Attorney'S Office
Riverside County Attorney'S Office
Law Offices Of Matt H. Morris, Apc
A.R.M
J. Rueben Clark Law School, Brigham Young University
Artistic Stone Masonry & Supply Co
*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 Chase Morris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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