Jason Morris

Current Employers

Employment History

• 04/2015 → 06/2017
  Robert W. Baird & Co.
  Chicago, IL
• 07/2017 → 02/2018
  Oppenheimer & Co. Inc.
  Chicago, IL
• 02/2018 → 06/2018
  Brean Capital, Llc
  Chicago, IL
• 12/2018 → 06/2019
  Stackfolio
  Chicago, IL
• 11/2019 → 10/2022
  Fifth Third Bank
  Chicago, IL
• 11/2019 → 10/2022
  Fifth Third Securities
  Chicago, IL
• 06/2019 → 11/2019
  Unemployed
  Chicago, IL
• 06/2018 → 12/2018
  Unemployed
  Chicago, IL
• 05/2024 → 11/2024
  Moreton Capital Markets
  Chicago, IL
• 10/2022 → 03/2024
  Self Employed
  Downers Grove, IL
• 12/2024 → Present
  Lpl Enterprise
  Fort Mill, SC

Other Businesses

1) 02/19/2025 - Fresh Coat & Revive LLC - Business Owner - Initially, FCR was supposed to be a full time job but due to the lack of need for refinishing of older furniture it became a hobby and I decided to keep the LLC open vs closing it. - Not INV Related - At Downers Grove, IL - Start Date 01/25/2023 - 4hrs/mth - 0hrs During Trading 2) 04/04/2025- Prudential Advisors- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s)- start date 04/04/2025- 160hrs/mnth-160hrs during trading 3) 04/04/2025- N/A Non-Variable Insurance- Non-Variable Insurance/Insurance Agency- This OBA is for outside insurance only (i.e. fixed life, LTC, health, etc.)- inv. related- at Downers Grove, IL- start date 04/04/2025- 160hrs/mnth-160hrs during trading 4) 07/21/2025-Liquid Wealth Advisors-Senior Vice President-DBA for LPL Business (entity for LPL business)-Inv related-Start date 07/14/2025-100hrs/mth-100hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2024-12-17
• S63 Uniform Securities Agent State Law Examination
  2012-09-11

Other Names

• Jason Michael Morris
• Jason Morris