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Jeff J Morris

Charles Schwab & Co., Inc.

Colorado Springs, CO

Lone Tree, CO

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2020-05-23
  • CO RA
    APPROVED
    Since 2020-05-23

Branch Locations

Colorado Springs, CO • United States

9800 Schwab Way, Lone Tree, CO 80124 • 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
Usaa Financial Advisors Inc Colorado Springs CO 01/2015 05/2020
Usaa Financial Planning Services Colorado Springs CO 08/2010 05/2020
Usaa Investment Management Company Colorado Springs CO 09/2018 05/2020
Charles Schwab & Co., Inc. Colorado Springs CO 05/2020 Present
  • 01/2015 → 05/2020
    Usaa Financial Advisors Inc
    Colorado Springs, CO
  • 08/2010 → 05/2020
    Usaa Financial Planning Services
    Colorado Springs, CO
  • 09/2018 → 05/2020
    Usaa Investment Management Company
    Colorado Springs, CO
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Colorado Springs, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-07
S63 Uniform Securities Agent State Law Examination 2015-03-24
  • S65 Uniform Investment Adviser Law Examination
    2018-09-07
  • S63 Uniform Securities Agent State Law Examination
    2015-03-24
Other Names
  • Jeffery John Morris
  • Jj Morris
  • Jeffrey J Morris
  • Jeff Morris

View on SEC IAPD

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