Chase Morris (CRD# 7499603) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Rancho Cucamonga, CA and has over 2 years of experience in the finance industry.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1527744
Transamerica Financial Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Clarity Tax Partners, LLC | Vero Beach, FL | Oct 2023 - Current | < 1 |
Ae Wealth Management, LLC | Topeka, KS | Feb 2022 - Current | 2 |
Sears Wealth Management & Insurance Solutions | Rancho Cucamonga, CA | Jan 2022 - Current | 2 |
Law Office Of Chase M. Morris | Logan, UT | Jan 2022 - Current | 2 |
Olson & Hoggan, P.c. | Logan, UT | Feb 2020 - Nov 2021 | 1 |
Utah First Judicial District Court | Logan, UT | May 2018 - Feb 2020 | 1 |
Utah Fourth Judicial District Court | Provo, UT | Jan 2018 - Apr 2018 | < 1 |
Chief Judge Of United States District Court, District Of Utah | Salt Lake City, UT | Aug 2017 - Dec 2017 | < 1 |
Law Offices Of Matt H. Morris, Apc | La Quinta, CA | Apr 2017 - Aug 2017 | < 1 |
Utah County Attorney's Office | Provo, UT | Jan 2017 - Apr 2017 | < 1 |
Law Offices Of Matt H. Morris, Apc | La Quinta, CA | Apr 2016 - Oct 2016 | < 1 |
Riverside County Attorney's Office | Riverside, CA | May 2016 - Aug 2016 | < 1 |
J. Rueben Clark Law School, Brigham Young University | Provo, UT | Aug 2015 - Apr 2016 | < 1 |
A.r.m. | Los Angeles, CA | Jun 2015 - Aug 2015 | < 1 |
Artistic Stone Masonry & Supply Company | Lindon, UT | Jun 2010 - May 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- CA
- TX
- UT
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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