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John James Morris

Meridian Equity Partners, Inc.

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About John James Morris

John James Morris is a financial advisor with Meridian Equity Partners, Inc. located in Rockville Centre, New York. John James Morris has been working in the financial industry since 1998. John James Morris holds the Series 7, Series 55, Series 57TO, and Series 63 licenses. John James Morris was previously employed at FOUR POINTS CAPITAL PARTNERS LLC, LADENBURG THALMANN & CO. INC., ABEL NOSER, LLC., THE BENCHMARK COMPANY, LLC, DEUTSCHE BANK SECURITIES INC., NDB CAPITAL MARKETS, LP, CANTOR FITZGERALD SECURITIES and CANTOR FITZGERALD PARTNERS.

Firm Information

John Morris is currently registered with Meridian Equity Partners, Inc.. Meridian Equity Partners, Inc. is a Corporation formed on November 26, 2004. The firm has been approved to operate in 9 states and has 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

20

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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John Morris’s Registration & Firm History

NY

04/22/2020 - Present

Meridian Equity Partners, Inc. (Rockville Centre NY)

NY

01/29/2020 - 04/20/2020

FOUR POINTS CAPITAL PARTNERS LLC (NEW YORK NY)

NY

07/08/2019 - 11/15/2019

LADENBURG THALMANN & CO. INC. (New York NY)

NY

04/18/2019 - 06/20/2019

FOUR POINTS CAPITAL PARTNERS LLC (NEW YORK NY)

NY

01/19/2017 - 05/07/2018

ABEL NOSER, LLC. (NEW YORK NY)

NY

03/27/2003 - 01/12/2017

THE BENCHMARK COMPANY, LLC (NEW YORK NY)

NY

06/25/2002 - 04/01/2003

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

11/10/1997 - 06/13/2002

NDB CAPITAL MARKETS, LP (NEW YORK NY)

NY

09/08/1997 - 03/02/1999

CANTOR FITZGERALD SECURITIES (NEW YORK NY)

NY

03/10/1997 - 03/02/1999

CANTOR FITZGERALD PARTNERS (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/25/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 05/07/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 07/02/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for John James Morris.
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