Jarrett Franklin Morris

Current Employers

Employment History

• 12/2012 → 10/2018
  Cambridge Investment Research, Inc
  Fairfield, IA
• 12/2012 → 10/2018
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 12/2012 → 10/2018
  Blue Rock Financial Group
  Wilmington, DE
• 09/2018 → Present
  Riversedge Advisors, Llc
  Wilmington, DE
• 10/2018 → 12/2025
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 08/2024 → Present
  Riversedge Business Solutions Dba Riversedge Tax & Advisory
  Wilmington, DE

Previous Registrations

• 2012-12-03 → 2018-10-10
  Cambridge Investment Research Advisors, Inc.
  Wilmington, DE
  Wilmington, DE
• 2006-08-14 → 2012-12-04
  Securian Financial Services, Inc.
  Newark, DE

Other Businesses

Jarrett Morris is registered as an investment advisor representative with RiversEdge Advisors, LLC (since 09/2018). Business is conducted from the Registered Branch Office Location. Approximately 90% of Mr. Morris' time is for services as an Investment Advisor Representative. RiversEdge Advisors, LLC is not affiliated. Riversedge Advisors, LLC. Investment related business. See Registered Branch Office Location. Co-Founder & CCO. Started 10/18. Approximately 40-50 hrs/mo devoted. Approximately 40-50 hours devoted during trading hours. Duties are investment, financial planning, etc. MRMB,LLC, See Registered Branch Office Location, 10/2012 as an owning partner of partnership for professional purposes. Investment related - 5 hr/mo - 0/trading. Crump Life Insurance, 280 s 400 w, STE 100, Salt Lake City, UT, 12/2012 as independent insurance agent for various independent insurance companies. 1 hr/mo. One Resource Group, 809 s Calhoun ST, STE 600, Fort Wayne, IN, 12/2012 as independent insurance agent for various independent insurance companies. 1 hr/mo. Just Numbers Inc. Investment related business. See Registered Branch Office Location. Investment financial planning. Owner. Started 03/2017. Approximately 1 hr/mo devoted. Approximately 1 hr/mo devoted during trading hours. Duties are investment financial planning. Highland Capital. 2002 Renaissance Blvd., Suite 220, King of Prussia, PA 19406. 2/2014 as independent insurance agent for various independent insurance companies. 5 hrs/mo. The Peterman Group. Not investment related business. Located 105 Montgomery Avenue, Suite 2051, Montgomeryville, PA 18936. Independent insurance agent for various independent insurance companies. ½ hr/mo. RiversEdge Business Services dba RiversEdge Tax & Advisory; Investment related: Yes; 600 N King St, Suite 200 Wilmington DE 19801 USA; Public Accounting Firm; Position Title: Partner; Start date: 2024-08-01; Hours per month during trading hours: 2; Hours per month outside trading hours: 2.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-31
• S63 Uniform Securities Agent State Law Examination
  2006-07-19

Designations