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Jake Owen Morris

Equitable Advisors, LLC

Wellesley, MA

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-06-10
  • NY RA
    APPROVED
    Since 2026-06-10

Branch Locations

93 Worcester Street, Suite 103, Wellesley, MA 02481 • 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
Unemployed Boston MA 12/2025 02/2026
Harris Campaign Tallahassee FL 10/2024 11/2024
Florida State University Tallahassee FL 08/2021 12/2025
Dolezza Washington DC 07/2023 03/2025
New England Aquarium Boston MA 05/2024 08/2024
Tarantella Weston FL 07/2021 08/2021
Unemployed Weston FL 01/2016 07/2021
Equitable Advisors, Llc. New York NY 02/2026 Present
  • 12/2025 → 02/2026
    Unemployed
    Boston, MA
  • 10/2024 → 11/2024
    Harris Campaign
    Tallahassee, FL
  • 08/2021 → 12/2025
    Florida State University
    Tallahassee, FL
  • 07/2023 → 03/2025
    Dolezza
    Washington, DC
  • 05/2024 → 08/2024
    New England Aquarium
    Boston, MA
  • 07/2021 → 08/2021
    Tarantella
    Weston, FL
  • 01/2016 → 07/2021
    Unemployed
    Weston, FL
  • 02/2026 → Present
    Equitable Advisors, Llc.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-18
  • S66 Uniform Combined State Law Examination
    2025-11-18
Other Names
  • Jake Morris

View on SEC IAPD

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Other Investors

JEFFREY CHARLES SMITH
CHRISTOPHER KARL GAFFNEY
SHAUN PATRICK THOMPSON
NEEL K. TIKU
ROBERTO MARIO PANDOLFI
ROBERT STEPHEN ROSELLI
PRAN NATH TIKU
EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
MORGAN STANLEY · Wellesley, MA
SLC MANAGEMENT · WELLESLEY HILLS, MA

More in Wellesley, MA

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