John C Morris
Investment adviser representative at Tribridge Partners Financial LLC
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Marsh Mclennan AgencyJun 2026 to now
- Mma Securities, LLCJun 2026 to now
- Tribridge Partners Financial LLCMay 2024 to now
- Mass Mutual Financial GroupOct 2004 to Jun 2026
- MML Investors Services, IncOct 2004 to Jun 2026
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (MD).
Tribridge Partners Financial LLC
$1.6BAssets managed
352Clients
7Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4863928
- Firm CRD
- 326489