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Carolyn Colvin Morrissey

Edward Jones

Maple Valley, WA

CRD 7540762

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-20
WA RA APPROVED 2025-08-12
  • TX RA
    APPROVED
    Since 2025-08-20
  • WA RA
    APPROVED
    Since 2025-08-12

Branch Locations

22443 Se 240Th St Ste #205, Maple Valley, WA 98038 • 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
Edward Jones St. Louis MO 04/2022 Present
Riley Home Team Bellevue WA 10/2019 04/2022
Our Lady Of Guadalupe School Seattle WA 08/2016 06/2019
Unemployed Covington WA 06/2019 10/2019
  • 04/2022 → Present
    St. Louis, MO
  • 10/2019 → 04/2022
    Riley Home Team
    Bellevue, WA
  • 08/2016 → 06/2019
    Our Lady Of Guadalupe School
    Seattle, WA
  • 06/2019 → 10/2019
    Unemployed
    Covington, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-11
  • S66 Uniform Combined State Law Examination
    2025-08-11
Other Names
  • Carolyn Melisssa Colvin
  • Carrie Melissa Colvin
  • Carrie Colvin Morrissey

View on SEC IAPD

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