Adam Morris
Advisor at Edward Jones
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Edward Jones
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Falls City, NE 68355
Credentials
CFP®, Series 63, Series 66
Industry experience
9 years
Adam Morris is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company in 2017, as well as founding Morris & Co. LLC and working at Frontier Bank. Outside of advising, he owns and manages a carwash business and residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets across a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
1816 Harlan St
Falls City, NE 68355
Nebraska · Texas
Edward Jones
2017 - Present (9 years)
Northwestern Mutual Investment Services LLC
2017 - 2017 (1 year)
Northwestern Mutual Life Insurance Company
2017 - 2017 (1 year)
Morris & Co. LLC
2011 - 2017 (6 years)
Frontier Bank
2002 - 2017 (15 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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