Jesse MorrisCRD Number: 5485159
Current Firm: Commonwealth Financial Network
Jesse Morris (CRD# 5485159) is an Investment Advisor Representative working at Commonwealth Financial Network in Lone Tree, CO and has over 7 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Commonwealth Financial Network||San Diego, CA||Sep 2012 - Current||4|
|Summit Wealth Group||Lone Tree, CO||Aug 2012 - Current||4|
|Jackson National Life Distributors||Denver, CO||Aug 2009 - Aug 2012||3|
|Jackson National Life Distributors LLC||Denver, CO||May 2009 - Aug 2009||< 1|
|University Of Colorado, Colorado Springs||Colorado Springs, CO||Sep 2007 - May 2009||1|
|The Austen Group||Eagle, CO||Aug 2007 - May 2009||1|
|Summit Wealth Group||Colorado Springs, CO||Sep 2007 - Sep 2008||1|
|Cordillera Golf Club||Edwards, CO||May 2007 - Aug 2007||< 1|
|Extended Travel||Huemoz,||Jan 2007 - May 2007||< 1|
|University Of Western Michigan||Kalamazoo, MI||Jan 2006 - Dec 2006||< 1|
|Cordillera Golf Club||Edwards, CO||May 2006 - Aug 2006||< 1|
|University Of Montana||Missoula, MT||Aug 2004 - Dec 2005||1|
|Lake Forest Ranch||Macon, MS||May 2005 - Aug 2005||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2009|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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
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