Brett Alan Morris

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

Authority	Category	Status	Date
TX	RA	APPROVED	2015-03-04
IA	RA	APPROVED	2013-12-02

TX RA
APPROVED

Since 2015-03-04
IA RA
APPROVED

Since 2013-12-02

Branch Locations

New Sharon, IA • United States

2102 N Court St, Ottumwa, IA 52501-1304 • 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

Organization	City	State	From	To
Edward Jones	St. Louis	MO	08/2013	Present

08/2013 → Present

Edward Jones

St. Louis, MO

Other Businesses

North Mahaska CSD New Sharon, IA Start date: 11/15/2021 School Board Hours per week: 0 Hours during trading: 0 School Board Member BA Holdings Type of business: 3D Printing New Sharon, IA Start date: 3/2/2026 Founder Hours per week: 10 Hours during trading: 0 New business that we haven't even launched at this point. 3D Printing. My involvement is leading the company.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-10-04

S66 Uniform Combined State Law Examination

2013-10-04

Other Names

Brett Alan Morris

View on SEC IAPD