Chase Matt-Hugh Morris

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 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

• 01/2022 → Present
  Sears Wealth Management & Insurance Solutions
  Rancho Cucamonga, CA
• 01/2022 → Present
  Law Office Of Chase M. Morris
  Logan, UT
• 02/2020 → 11/2021
  Olson & Hoggan, P.C.
  Logan, UT
• 05/2018 → 02/2020
  Utah First Judicial District Court
  Logan, UT
• 01/2018 → 04/2018
  Utah Fourth Judicial District Court
  Provo, UT
• 08/2017 → 12/2017
  Chief Judge Of United States District Court, Dist Of Utah
  Salt Lake City, UT
• 04/2017 → 08/2017
  Law Offices Of Matt H. Morris, Apc
  La Quinta, CA
• 01/2017 → 04/2017
  Utah County Attorney's Office
  Provo, UT
• 04/2016 → 10/2016
  Law Offices Of Matt H. Morris, Apc
  La Quinta, CA
• 02/2022 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 10/2023 → Present
  Clarity Tax Partners, Llc
  Vero Beach, FL

Other Businesses

1.) WORLD CLASS RETIREMENT GROUP, INC. DBA SEARS WEALTH MANAGEMENT & INSURANCE SOLUTIONS; YES INVESTMENT RELATED; 12487 NORTH MAINSTREET SUITE 240, RANCHO CUCAMONGA, CA 91739; INSURANCE SALES; INSURANCE PROFESSIONAL; START DATE 01/2022; APPROX 80 HRS/MONTH; APPROX 4 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) LAW OFFICE OF CHASE M. MORRIS; NO INVESTMENT RELATED; PO BOX 3475, LOGAN, UT 84323; LAW PRACTICE; SOLO PRACTITIONER/ATTORNEY; START DATE 01/2022 APPROX 10 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; PROVIDING INDEPENDENT ATTORNEY/LEGAL SERVICES. 3.)CLARITY TAX PARTNERS, LLC POSITION: Officer/Member NATURE: Clarity Tax Partners, LLC will provide tax strategies and tax planning services, and a limited number of tax returns for a modest fee. We will contract these services through licensed CPA and enrolled agents through United Cloud Partners Services. As mentioned previously, Clarity Tax Partners, LLC and Sears Wealth Management and Insurance Services are separate companies. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/23/2023 ADDRESS: 601 21st Street, Suite 300, Vero Beach FL 32960, United States DESCRIPTION: I hold the position of an officer and own a 25% stake in this company. In my role, I am tasked with delivering efficient strategies to our clients, assisting them in their comprehensive financial planning and retirement objectives. Additionally, I collaborate closely with CPAs and enrolled agents affiliated with United Cloud Tax Partners Services, who furnish us with the essential Tax Solutions required for our services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-06

Other Names

• Chase Matthugh Morris