Adam Morris (CRD# 6743942) is an Investment Advisor Representative working at Edward Jones in Falls City, NE and has over 7 years of experience in the finance industry.
CRD# 2408405
Edward Jones
CRD# 6485368
Independent Financial Partners
CRD# 3096494
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St.louis, MO | May 2017 - Current | 6 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jan 2017 - May 2017 | < 1 |
| Northwestern Mutual Investment Services LLC | Omaha, NE | Jan 2017 - May 2017 | < 1 |
| Morris & Company LLC | Mound City, MO | Sep 2011 - Apr 2017 | 5 |
| Frontier Bank | Falls City, NE | Jun 2002 - Jan 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- NE
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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