Ashley Elizabeth Morris

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 10/2017
  Keatley Wealth Management, Llc
  Charlotte, NC
• 11/2017 → 12/2021
  The Vanguard Group, Inc.
  Charlotte, NC
• 01/2022 → 09/2024
  Facet Wealth
  Baltimore, MD
• 10/2024 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2022-01-21 → 2024-09-23
  Facet
  Moseley, VA
  West Palm Beach, FL
• 2017-11-17 → 2022-01-24
  Vanguard Advisers, Inc.
  Charlotte, NC
• 2016-11-08 → 2017-10-09
  Keatley Wealth Management, Llc
  Charlotte, NC

Other Businesses

JC Morris Family Foundation; INVESTMENT RELATED: No; ADDRESS: PO Box 1384, Greeneville, TN 37743; NATURE: Charitable organization providing educational assistance for underserved minors; POSITION: Honorary Board Member; START DATE: 2018; NUMBER OF HOURS/MONTH: 0 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: None.

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-08-01

Designations

• Certified Financial Planner