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Spencer Owen Morse

Edward Jones

Harrisonville, MO

CRD 5943888

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-25
MO RA APPROVED 2022-01-05
  • TX RA
    APPROVED
    Since 2022-01-25
  • MO RA
    APPROVED
    Since 2022-01-05

Branch Locations

200-B W Wall Street, Harrisonville, MO 64701-2357 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 11/2021 Present
Marksnelson Llc Kansas Cit MO 10/2018 10/2021
Valbridge Property Advisors Overland Park KS 10/2015 09/2018
  • 11/2021 → Present
    St Louis, MO
  • 10/2018 → 10/2021
    Marksnelson Llc
    Kansas Cit, MO
  • 10/2015 → 09/2018
    Valbridge Property Advisors
    Overland Park, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-04
  • S66 Uniform Combined State Law Examination
    2022-01-04
Designations
  • Certified Financial Planner
Other Names
  • Spencer Owen Morse
  • Spencer Morse

View on SEC IAPD

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