Jeffrey
Morris

Moloney Securities Asset Management LLC

CRD#2478499
Investment Advisor
in Ballwin, MO

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About this Advisor

Jeffrey Morris is a financial advisor working in Ballwin, Missouri with 6 years of relevant experience. Morris works at Moloney Securities Asset Management LLC. During their career, Morris has held roles at Moloney Securities Co., Inc, Moloney Investment Advisory LLC and Moloney Securities Asset Management LLC. Morris holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Colorado and Texas. Moloney Securities Asset Management LLC is a financial advisory company operating out of Ballwin, MO. The firm has offices in 45 locations and a total of 84 financial advisors. It handles $1 billion in assets across its 4,025 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm provides financial advisory services to four charities and foundations. Of its 4,025 accounts, just 12% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business offers a number 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 management fee schedules typically vary depending on which services the firm provides the client. Fee types billed by Moloney Securities Asset Management LLC can include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

13537 Barrett Parkway Drive, Suite 300
Ballwin, MO 63021

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Moloney Securities Asset Management LLC Brokerage Details

Total Assets Under Management

$1,016,723,850

MO Average: $11,469,110,461
Total Number of Employees

84

MO Average: 458
Total Number of Accounts

4,025

MO Average: 33,415
Average Account Size

$252,602

MO Average: $343,232

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

Jeffrey Morris Work History

Jeffrey has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Moloney Securities Asset Management LLC

2012 - Present (12 years)

Moloney Securities Co., Inc

2015 - 2016 (1 year)

Moloney Investment Advisory 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 Jeffrey 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 Moloney Securities Asset Management LLC

Joel Duggan
Ballwin, MO
Adam Maher
Ballwin, MO
Jin Wang
Ballwin, MO
Edward Prince
Ballwin, MO
Andrew Feyerabend
Ballwin, MO
Robert Kersey
Gig Harbor, WA
Tara Mcdonald
Winterset, IA
Derrick Brauner
Ballwin, MO

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.

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