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Joshua Jai Morris

Equitable Advisors, LLC

Oak Brook, IL

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-05-27
  • IL RA
    APPROVED
    Since 2026-05-27

Branch Locations

1515 W. 22Nd Street Suite 400, Oak Brook, IL 60523 • 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
Equitable Advisors, Llc New York NY 05/2026 Present
Wendy's Crestwood IL 06/2021 08/2021
Menards Crestwood IL 07/2022 09/2022
Mbp Construction Chicago IL 03/2020 Present
Marist High School Chicago IL 08/2016 05/2020
Highland Community College Freeport IL 06/2020 06/2022
Calumet College Of St. Joseph Whiting IN 08/2022 05/2025
  • 05/2026 → Present
    Equitable Advisors, Llc
    New York, NY
  • 06/2021 → 08/2021
    Wendy's
    Crestwood, IL
  • 07/2022 → 09/2022
    Menards
    Crestwood, IL
  • 03/2020 → Present
    Mbp Construction
    Chicago, IL
  • 08/2016 → 05/2020
    Marist High School
    Chicago, IL
  • 06/2020 → 06/2022
    Highland Community College
    Freeport, IL
  • 08/2022 → 05/2025
    Calumet College Of St. Joseph
    Whiting, IN
Other Businesses

1. NXT LVL Development; Not investment related; 1449 S. Michigan Ave Chicago, IL 60605; Real Estate ; Business Owner; Overseeing production; start 10/2025; 4 hrs/month2. MBP Construction; Not investment related; 8137 S Winchester Ave; Construction; General laborer; start 03/2020; 6 hrs/month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-19
S63 Uniform Securities Agent State Law Examination 2026-01-16
  • S65 Uniform Investment Adviser Law Examination
    2026-02-19
  • S63 Uniform Securities Agent State Law Examination
    2026-01-16
Other Names
  • Joshua Morris

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WEALTHQUEST CORPORATION
ERGAWEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
GEIGER WEALTH MANAGEMENT

Other Investors

TODD BRENDAN SCHROEDER
MICHAEL CHRISTOPHER LEE
DANIEL P SCHIPITSCH
ALAN P MADEJ
Anthony Joesph Bittman
Joseph Herr
Lauren A Mlady
Danieh Kasar

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL
WEALTHQUEST CORPORATION · OAK BROOK, IL
ERGAWEALTH ADVISORS, INC. · OAK BROOK, IL
CETERA INVESTMENT ADVISERS LLC · OAK BROOK, IL
LPL FINANCIAL LLC · OAK BROOK, IL

More in Oak Brook, IL

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