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Jesse Morris

Empower Financial Services, Inc.

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About Jesse Morris

Jesse Morris is a financial professional with over a decade of experience in the industry. Jesse currently works at Empower Financial Services, Inc. where Jesse is registered to conduct business in multiple states. Prior to this role, Jesse worked at CAPFINANCIAL SECURITIES, LLC. and CAMMACK LARHETTE BROKERAGE, INC. Jesse holds the Series 6, Series 63, and Series 65 licenses. Jesse is also licensed in the state of New York.

Firm Information

Jesse Morris is currently registered with Empower Financial Services, Inc.. Empower Financial Services, Inc. is a Corporation formed in 1984-10-12. It is registered in 53 states and has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

1,120

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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Jesse Morris’s Registration & Firm History

CO

02/14/2023 - Present

Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)

NY

05/26/2021 - 02/02/2023

CAPFINANCIAL SECURITIES, LLC. (New York NY)

NY

04/06/2011 - 07/07/2021

CAMMACK LARHETTE BROKERAGE, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/27/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/22/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jesse Morris. Review regulatory record here.
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