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Bryan Stafford Morley

Jonestrading

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About Bryan Stafford Morley

Bryan Morley is a financial advisor with Jonestrading. Bryan has been in the industry since 2006 and is registered in 20 states. Bryan holds the Series 7, Series 24, Series 55, Series 57TO and Series 63 licenses. Bryan has a broad background in the financial services industry, with experience in a number of areas. Bryan is dedicated to helping clients achieve their financial goals.

Firm Information

Bryan Morley is currently registered with Jonestrading. Jonestrading is a Limited Liability Company formed in August 2001. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Jonestrading has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

108

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Bryan Morley’s Registration & Firm History

CA

09/07/2006 - Present

Jonestrading (THOUSAND OAKS CA)

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Licenses & Designations

BC

Issued 09/25/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2020

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2006

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/06/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Bryan Stafford Morley.
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