Aaron Dejuan Morris
Investment adviser representative at Highline Wealth Partners
15 yearsExperience
1 stateRegistered in
$867.9MFirm assets
10 yearsFirm in business
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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
- Seminars and workshops
Experience
15 years in the industry.
- Highline Wealth PartnersAug 2018 to now
- Charlesworth & Rugg, IncJul 2018 to now
- Independent Insurance , Aaron MorrisMay 2011 to now
- Dfpg Investments IncOct 2017 to Apr 2018
- United Planners' Financial ServicesSep 2014 to Oct 2017
- American Financial Network Advisory Services, LLCMay 2014 to Apr 2018
- American Financial Network LLCMay 2014 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Highline Wealth Partners
Legal name: Highline Wealth Partners, LLC
$867.9MAssets managed
360Clients
15Advisers
10 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
- 5505406
- Firm CRD
- 284712