Jarrett
Morris
Riversedge Advisors
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About this Advisor
Jarrett Morris is a certified financial planner and chartered financial consultant based out of Wilmington, Delaware who has 5 years of relevant experience. Morris works at Riversedge Advisors. The advisor has gained experience at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Blue Rock Financial Group, Riversedge Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. Morris has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Delaware. Riversedge Advisors is a business headquartered in Wilmington, DE. It handles $453 million in assets under management between its 1,075 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 1,075 accounts, 26% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. A financial advisor's fees typically depend on which services the firm provides the client. However, fees billed by Riversedge Advisors can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Riversedge Advisors Brokerage Details
$452,704,111
16
1,075
$421,120
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Jarrett Morris Work History
Jarrett has been registered as a financial advisor for 5 years.*
Riversedge Advisors, LLC
Purshe Kaplan Sterling Investments, Inc
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Blue Rock Financial Group
*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 Jarrett 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 Riversedge Advisors
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
