Jordan A Morris
Investment adviser representative at Commonwealth Financial Network
11 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 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 feeCommissions
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
11 years in the industry.
- Commonwealth Financial NetworkMay 2025 to now
- Longtide Financial PartnersMar 2025 to now
- Gustazo Cuban Kitchen & BarJan 2023 to now
- UBS Financial ServicesJul 2024 to Mar 2025
- Darrow Wealth ManagementOct 2022 to Jun 2024
- UBS Financial ServicesJul 2022 to Aug 2022
- Fractional CisoJul 2021 to Sep 2022
- In a PickleMar 2021 to May 2022
- Bentley University LibraryFeb 2021 to May 2024
- Grappa RistoranteJul 2020 to Aug 2020
- Brother Bruno's PizzeriaDec 2019 to Aug 2020
- Bentley UniversityAug 2019 to May 2024
- Warwick Valley Country ClubApr 2016 to Oct 2018
- John S Burke Catholic High Schoo;Aug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 7591945
- Firm CRD
- 8032