Rachelle Morris

Employer firm

The Norden Group LLC CRD 323988

$1.97B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 04/2014 → 09/2018
  Goldman Sachs & Co.
  Houston, TX
• 10/2018 → 09/2021
  Jpmorgan Chase Bank Na
  Salt Lake City, UT
• 10/2018 → 09/2021
  Jpmorgan Securities Llc
  Salt Lake City, UT
• 09/2021 → 05/2022
  Crestone Asset Management, Llc
  Boulder, CO
• 07/2022 → Present
  Rev Road Capital
  Provo, UT
• 07/2022 → 06/2023
  Townsquare Capital
  Provo, UT
• 03/2023 → Present
  The Norden Group Llc
  Provo, UT

Previous Registrations

• 2022-07-28 → 2023-06-28
  Townsquare Capital, Llc
  Lehi, UT
  Salt Lake City, UT
• 2021-10-04 → 2022-05-03
  Crestone Asset Management Llc
  Salt Lake City, UT
  Boulder, CO

Other Businesses

1) 07/01/2022- Stalwart Ventures l; Investment Related; 1555 North Freedom Blvd. Provo, UT 84604; Venture Capital Fund; Managing Director in the GP of RevRoad Capital Partners LLC and RevRoad Capital Fund; 35 hours/month and 6 hours/month during securities trading hours 2) 6/1/2025 This Is The Place Heritage Park, non-investment related; 2601 Sunnyside Ave. S. Salt Lake City, UT 84108; state park; volunteer Board Director; 10 hours/month; 0 hours during trading hours; oversight of park foundation's governance with rest of the board.

Exams

• S66 Uniform Combined State Law Examination
  2010-03-10

Other Names

• Rachelle Morris