Jamal Morris, financial advisor Temecula CA
90 score

Jamal Morris

CRD Number: 5986137
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jamal Morris (CRD# 5986137) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Temecula, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Temcula, CA Mar 2014 - Current 2
Us Bancorp Investments, Inc. San Diego, CA Jun 2012 - Feb 2014 1
Chase Investment Services San Diego, CA Oct 2011 - Jun 2012 < 1
Jpmorgan Chase Bank San Diego, CA Dec 2010 - Jun 2012 1
Chase Bank San Diego, CA Dec 2010 - Jun 2012 1
Verizon Wireless Temecula, CA Oct 2008 - Dec 2010 2
Best Buy Round Rock, TX Oct 2006 - Dec 2008 2
Unemployed Temecula, CA Aug 2008 - Oct 2008 < 1
Capital Wireless (sprint) Round Rock, TX Jan 2008 - Jul 2008 < 1
Best Buy Round Rock, TX Oct 2006 - Jan 2008 1
Stony Point High School Round Rock, TX Sep 2004 - Jun 2007 2
Albertsons Round Rock, TX Feb 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Jamal L. Morris
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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