Jarrett Franklin Morris
Investment adviser representative at Riversedge Advisors
14 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$928.4MFirm 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 assetsHourlyFixed 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
14 years in the industry.
- Riversedge Business Solutions dba Riversedge Tax & AdvisoryAug 2024 to now
- Riversedge Advisors, LLCSep 2018 to now
- Purshe Kaplan Sterling Investments, Inc.Oct 2018 to Dec 2025
- Blue Rock Financial GroupDec 2012 to Oct 2018
- Cambridge Investment Research Advisors, IncDec 2012 to Oct 2018
- Cambridge Investment Research, IncDec 2012 to Oct 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (DE).
Riversedge Advisors
Legal name: Riversedge Advisors, LLC
$928.4MAssets managed
454Clients
11Advisers
8 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
- 5146654
- Firm CRD
- 298390