Jacob Morris (CRD# 7252337) is an Investment Advisor Representative working at Fun Financial LLC in Staatsburg, NY and has 1 year of experience in the finance industry. Jacob Morris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5619407
Edward Jones
CRD# 6053461
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fun Financial LLC | Rhinebeck, NY | Jan 2020 - Current | 4 |
| Taconic Advisors | Poughkeepsie, NY | Nov 2017 - Dec 2019 | 2 |
| Kulig Financial Advisors | Longmeadow, MA | Jun 2017 - Nov 2017 | < 1 |
| N/a | Chappaqua, NY | Mar 2017 - Jun 2017 | < 1 |
| Financial Asset Management Corp | Chappaqua, NY | Jun 2016 - Feb 2017 | < 1 |
| New York University Sps | New York, NY | Sep 2015 - Jul 2016 | < 1 |
| Olson Tax And Financial Planning | Forrest Hills, NY | Mar 2016 - Jun 2016 | < 1 |
| Rrl Ralph Lauren | New York, NY | Nov 2013 - Jun 2015 | 1 |
- NY
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
NY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.