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Jordan Phillip Morris

Charles Schwab & Co., Inc.

West Des Moines, IA

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-08-10
  • IA RA
    APPROVED
    Since 2026-08-10

Branch Locations

5901 Mills Civic Parkway Suite 6000, West Des Moines, IA 50266 • 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
Charles Schwab & Co., Inc. West Des Moines IA 05/2026 Present
Charles Schwab Bank West Des Moines IA 05/2026 Present
Principal Life Insurance Company Nashville TN 10/2015 06/2024
Principal Securities Inc Des Monies IA 03/2016 01/2022
Principal Funds Distributor, Inc. Des Moines IA 12/2021 05/2026
  • 05/2026 → Present
    Charles Schwab & Co., Inc.
    West Des Moines, IA
  • 05/2026 → Present
    Charles Schwab Bank
    West Des Moines, IA
  • 10/2015 → 06/2024
    Principal Life Insurance Company
    Nashville, TN
  • 03/2016 → 01/2022
    Principal Securities Inc
    Des Monies, IA
  • 12/2021 → 05/2026
    Principal Funds Distributor, Inc.
    Des Moines, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-10
S63 Uniform Securities Agent State Law Examination 2018-02-09
  • S66 Uniform Combined State Law Examination
    2026-08-10
  • S63 Uniform Securities Agent State Law Examination
    2018-02-09

View on SEC IAPD

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Other Investors

DANIEL ALEXANDER ALLEN
JENNIE JEAN HENRY
PATRICK JOSEPH BYRNE
EDDIE RAY COLEMAN
JAMES LAWRENCE LUMLEY
CONOR J BOFFELI
Signe Olson
ANDREW JAY HIMELSON

Other Offices

PRINCIPAL SECURITIES, INC. · West Des Moines, IA
COMMONWEALTH FINANCIAL NETWORK · West Des Moines, IA
PRINCIPAL SECURITIES, INC. · WEST DES MOINES, IA
FOSTER GROUP, INC. · WEST DES MOINES, IA
KSA PARTNERS, LLC · WEST DES MOINES, IA
LPL FINANCIAL LLC · WEST DES MOINES, IA
ARETE WEALTH ADVISORS, LLC · WEST DES MOINES, IA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WEST DES MOINES, IA

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