Taylor Morse
Investment adviser representative at Edward Jones
10 yearsExperience
1 stateRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Edward JonesAug 2026 to now
- Morgan StanleyJun 2025 to Jul 2026
- Michael KorsMar 2023 to Jun 2025
- American Century Investment Services, Inc.Sep 2019 to Mar 2023
- Michel KorsJul 2019 to Sep 2019
- Vip KidDec 2018 to Sep 2019
- Victoria SchoolFeb 2018 to Nov 2018
- CernerJul 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 6148266
- Firm CRD
- 250