Jarrett Morris has been Partner & Founder and CCO of RiversEdge Advisors since August 2018, is a control person of the firm and directly owns between 25% and 50% of it. Jarrett Morris holds a B.S. in Finance and Economics from the University of Delaware.
Riversedge Advisors, LLC is a Wilmington, DE firm with $928M under management, 454 clients and 9 advisers across 2 offices, as of its July 2026 filing.
Jarrett Morris is Partner and Founder of RiversEdge Advisors, serving as Partner, Co-founder and Chief Compliance Officer. He has over two decades of experience in the financial services industry and oversees financial planning for the firm's most complex relationships. Early in his career he worked for an insurance-based firm before co-founding RiversEdge Advisors.
Jarrett Morris’ longest registration is the current one, 8 years at RiversEdge Advisors since 2018. Before joining RiversEdge Advisors in 2018, Jarrett Morris was registered through Cambridge Investment Research Advisors, Inc. and Securian Financial Services, Inc.
- Riversedge AdvisorsCurrent– present · 8 yearsWilmington, DE · Adviser representative · Firm CRD 298390
- Cambridge Investment Research Advisors, Inc.– · 5 yearsWilmington, DE · Adviser representative · Firm CRD 134139
- Securian Financial Services, Inc.– · 6 yearsNewark, DE · Adviser representative · Firm CRD 15296
Professional designations
Listed by RiversEdge Advisors
- Certified Financial Planner™ (CFP®)
- Chartered Financial Consultant® (ChFC®)
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Jarrett Morris is registered as an investment adviser representative in Delaware, since October 2018.
- DelawareSince 1 October 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 31 July 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 July 2006 |
| Series 7 | General Securities Representative Examination | 31 May 2006 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jarrett Franklin Morris
- CRD
- 5146654
- Firm
- RiversEdge Advisors · CRD 298390
- Role
- Partner & Founder and CCO
- Office
- 600 N KING ST, SUITE 200, Wilmington, DE 19801
- Registration
- Investment adviser registration
- In the industry since
- May 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- riversedgeadvisors.com
Where does Jarrett Morris work?
Jarrett Morris has been Partner & Founder and CCO of Riversedge Advisors, LLC since August 2018, and is a control person of the firm.
Is Jarrett Morris a financial advisor?
Yes. Jarrett Morris has a current investment-adviser registration in Delaware, through RiversEdge Advisors since October 2018.
How many years of experience does Jarrett Morris have?
Jarrett Morris has 20 years in the financial industry, since May 2006, across 3 adviser firms.
What exams has Jarrett Morris passed?
Jarrett Morris has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 99TO. The earliest, the Series 7, was passed in May 2006. FINRA credited Jarrett Morris with the SIE, which began in October 2018.
Where did Jarrett Morris work before RiversEdge Advisors?
Before RiversEdge Advisors, Jarrett Morris was registered through Securian Financial Services, Inc., August 2006 to December 2012.
Where is Jarrett Morris based?
Jarrett Morris’ registered office is in Wilmington, DE.
Is Jarrett Morris registered with FINRA?
No. Jarrett Morris has no current broker registration.
Is Jarrett Morris a CFP?
RiversEdge Advisors lists Jarrett Morris with the CFP credential (“Certified Financial Planner™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jarrett Morris, CFP®, AIF®, ChFC® biography, riversedgeadvisors.com
How can I verify Jarrett Morris’ record?
Search CRD 5146654 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jarrett Morris’ full registration record.
