Blake Jeffrey Morris
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther
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
13 years in the industry.
- Raymond James Financial Services Advisors, IncFeb 2026 to now
- Raymond James Financial Services, Inc.Jan 2026 to now
- Deloitte & Touch� LLPSep 2022 to Dec 2025
- Western Governors UniversityApr 2021 to Apr 2022
- Level 7 ConceptsMar 2020 to Sep 2022
- Deloitte & Touch� LLPJan 2020 to Mar 2020
- Oklahoma State University Stillwalter/tulsaAug 2017 to Dec 2020
- Oklahoma Christian SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OK).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 8209694
- Firm CRD
- 149018