Aaron Dejuan Morris

Employer firm

Highline Wealth Partners CRD 284712

$868M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 10/2017
  United Planners' Financial Services
  Scottsdale, AZ
• 05/2014 → 04/2018
  American Financial Network Llc
  Calabasas, CA
• 05/2011 → Present
  Independent Insurance , Aaron Morris
  Granada Hills, CA
• 05/2014 → 04/2018
  American Financial Network Advisory Services, Llc
  Calabasas, CA
• 10/2017 → 04/2018
  Dfpg Investments Inc
  Sandy, UT
• 07/2018 → Present
  Charlesworth & Rugg, Inc
  Woodland Hills, CA

Previous Registrations

• 2016-04-20 → 2018-04-30
  American Financial Network Advisory Services, Llc
  Los Angeles, CA

Other Businesses

1)AARON MORRIS INDEPENDENT INSURANCE - AGENT - INSURANCE SERVICES - SINCE 05/2011 - GRANADA HILLS, CA - INVESTMENT RELATED--- 2)San Fernando Community Health Center; No; 732 Mott St, San Fernando, CA 91340, United States; Nonprofit Organization; Vice Chair; 01/01/2013; 0%; Provide health Services to the underserved San Fernando Community 3)Community OUTreach Alliance; No; "10518 Odessa Ave, Granada Hills, CA 91344, United States; Nonprofit Organization; General Board Member; 06/02/2013; 0%; health and fitness, sex education, community organization and charity

Exams

• S66 Uniform Combined State Law Examination
  2016-04-16
• S63 Uniform Securities Agent State Law Examination
  2011-05-14