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Joelle Rhea Morris

Edelman Financial Engines

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About Joelle Rhea Morris

Joelle Rhea Morris is a financial advisor who has been working in the industry since 2007. Joelle Rhea Morris is registered with Edelman Financial Engines and is currently licensed in Kansas, Missouri, and Texas. Joelle Rhea Morris was previously registered with J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. Joelle Rhea Morris holds the Series 6, Series 63, and Series 65 licenses.

Firm Information

Joelle Morris is currently registered with Edelman Financial Engines. Edelman Financial Engines is a financial advisory firm with approximately $270.8 billion in assets under management, serving a diverse range of clients including individuals, corporations, and institutions. The firm offers a comprehensive suite of financial planning and investment management services, with a particular focus on retirement planning and investment solutions. Headquartered in Santa Clara, California, Edelman Financial Engines boasts a team of over 600 investment advisor representatives and 400 licensed agents dedicated to helping clients achieve their financial goals.
Edelman Financial Engines

3945 FREEDOM CIRCLE

SANTA CLARA, CA 95054

$270.77B

Assets Under Management

448,243

Total Clients

585

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Set-up fees & related svcs; reimbursements for printed materials

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Joelle Morris’s Registration & Firm History

MO

06/06/2018 - Present

Edelman Financial Engines (Kansas City MO)

KS

11/21/2007 - 04/11/2012

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 09/26/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/06/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/20/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joelle Rhea Morris.
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