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Michael James Morris

Strategic Advisers LLC

Jacksonville, FL

St. Augustine, FL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

St. Augustine, FL • 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
University Of Central Florida Orlando FL 05/2018 12/2022
Fedex Corporation Orlando Florida FL 06/2021 11/2022
Fairhope Brewing Company Fairhope AL 02/2021 04/2021
Blue Dawn Surfboards N/A FL 09/2019 03/2023
Rainbow Shades Saint Augustine FL 05/2019 08/2019
Saint Johns County Public Schools Saint Augustine FL 05/2013 05/2018
Fidelity Investments Jacksonville FL 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → 12/2022
    University Of Central Florida
    Orlando, FL
  • 06/2021 → 11/2022
    Fedex Corporation
    Orlando Florida, FL
  • 02/2021 → 04/2021
    Fairhope Brewing Company
    Fairhope, AL
  • 09/2019 → 03/2023
    Blue Dawn Surfboards
    N/A, FL
  • 05/2019 → 08/2019
    Rainbow Shades
    Saint Augustine, FL
  • 05/2013 → 05/2018
    Saint Johns County Public Schools
    Saint Augustine, FL
  • 05/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-12
  • S66 Uniform Combined State Law Examination
    2023-10-12
Other Names
  • Michael James Morris
  • Michael Morris

View on SEC IAPD

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Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
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