Aaron Morris has been an investment adviser representative at Highline Wealth Partners since August 2018, and is not listed among the firm’s executive officers or direct owners. Aaron Morris holds a Bachelor of Arts in Economics from California State University, Northridge.
Highline Wealth Partners, LLC is a Sherman Oaks, CA firm with $868M under management, 360 clients and 15 advisers in one office, as of its June 2026 filing.
Aaron Morris is Vice President, Corporate Services of Highline Wealth Partners, based in Los Angeles. He oversees Highline's Corporate Services division, assisting business owners in expanding their operations by focusing on employee retention and attrition, mitigating risk and utilizing tax-saving strategies. Before joining the firm, he managed the Corporate Services Department at American Financial Network and was a Senior Client Relationship Manager in Prudential Retirement Services.
Aaron Morris’ longest registration is the current one, 8 years at Highline Wealth Partners since 2018. Before joining Highline Wealth Partners in 2018, Aaron Morris was registered through American Financial Network Advisory Services, LLC.
- Highline Wealth PartnersCurrent– present · 8 yearsSherman Oaks, CA · Adviser representative · Firm CRD 284712
- American Financial Network Advisory Services, LLC– · 2 yearsCalabasas, CA · Adviser representative · Firm CRD 160322
Professional designations
Listed by Highline Wealth Partners
- Accredited Investment Fiduciary (AIF)
Investment adviser representative registrations
Aaron Morris is registered as an investment adviser representative in California, since August 2018.
- CaliforniaSince 21 August 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 April 2016 |
| Series 7 | General Securities Representative Examination | 1 September 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 July 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 May 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Aaron Dejuan Morris
- CRD
- 5505406
- Firm
- Highline Wealth Partners · CRD 284712
- Office
- 15260 VENTURA BLVD., SUITE 855, Sherman Oaks, CA 91403
- Registration
- Investment adviser registration
- In the industry since
- December 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- highlinewp.com
Where does Aaron Morris work?
Aaron Morris is an investment adviser representative registered through Highline Wealth Partners, LLC since August 2018, and is not listed among the firm’s executive officers or direct owners.
Is Aaron Morris a financial advisor?
Yes. Aaron Morris has a current investment-adviser registration in California, through Highline Wealth Partners since August 2018.
How many years of experience does Aaron Morris have?
Aaron Morris has 14 years in the financial industry, since December 2011, across 2 adviser firms.
What exams has Aaron Morris passed?
Aaron Morris has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 66. The earliest, the Series 63, was passed in May 2011. FINRA credited Aaron Morris with the SIE, which began in October 2018.
Where did Aaron Morris work before Highline Wealth Partners?
Before Highline Wealth Partners, Aaron Morris was registered through American Financial Network Advisory Services, LLC, April 2016 to April 2018.
Where is Aaron Morris based?
Aaron Morris’ registered office is in Sherman Oaks, CA.
Is Aaron Morris registered with FINRA?
No. Aaron Morris has no current broker registration.
How can I verify Aaron Morris’ record?
Search CRD 5505406 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Morris’ full registration record.
