Romeo T Morris

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:

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

Current Employers

Employment History

• 07/2023 → Present
  Edward Jones
  St Louis, MO
• 03/2023 → 07/2023
  N/A
  Fort Wayne, IN
• 03/2022 → 03/2023
  Fort Wayne Community Schools
  Fort Wayne, IN
• 03/2021 → 02/2022
  Allen County
  Fort Wayne, IN
• 01/2020 → 06/2020
  Elwood Staffing
  Fort Wayne, IN
• 06/2016 → 12/2019
  Morehouse College
  Atlanta, GA
• 06/2020 → 08/2020
  City Of Fort Wayne
  Fort Wayne, IN
• 08/2020 → 01/2021
  N/A
  Fort Wayne, IN

Other Businesses

This Is Genesis LLC. Type of business: Consulting Fort Wayne, IN Start date: 1/1/2020 Founder Hours per week: 0 Hours during trading: 0 LLC was established to reserve name of future business. It is not active never was officially launched and I do not plan to dissolve LLC at this time.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-18

Other Names

• Romeo Morris