Jack Parker Morris

$5.10B regulatory AUM 51 advisory clients

Reported services (Item 5G)

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

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-05-26
AL	RA	APPROVED	2021-04-30

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Birmingham	AL	06/2019	04/2021
Allied Mineral Products, Inc.	Pell City	AL	10/2017	05/2019
Riverside Refractories, Inc.	Pell City	AL	07/2013	09/2017
Bank Of America, N.A.	Birmingham	AL	08/2019	04/2021
Eversource Wealth Advisors, Llc	Birmingham	AL	04/2021	Present

06/2019 → 04/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Birmingham, AL
10/2017 → 05/2019

Allied Mineral Products, Inc.

Pell City, AL
07/2013 → 09/2017

Riverside Refractories, Inc.

Pell City, AL
08/2019 → 04/2021

Bank Of America, N.A.

Birmingham, AL
04/2021 → Present

Eversource Wealth Advisors, Llc

Birmingham, AL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-30