Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Morris is a financial professional with over 30 years of experience in the financial services industry. John Robert Morris currently works at Janney Montgomery Scott LLC, serving as an Investment Advisor Representative and is licensed to provide investment advice in Florida, New Jersey and Texas. Prior to joining Janney Montgomery Scott LLC, John Robert Morris was with UBS Financial Services Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Morgan Stanley DW Inc. John Robert Morris holds the Series 63, Series 65, Series 7, and SIE licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NJ
04/05/2022 - Present
Janney Montgomery Scott LLC (BEDMINSTER NJ)
NJ
05/13/2011 - 04/12/2022
UBS FINANCIAL SERVICES INC. (Warren NJ)
NJ
06/01/2009 - 06/06/2011
MORGAN STANLEY SMITH BARNEY (BEDMINSTER NJ)
NJ
01/27/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BEDMINSTER NJ)
NJ
11/15/2000 - 01/30/2006
MORGAN STANLEY DW INC. (WARREN NJ)
MO
03/23/1994 - 12/19/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
11/16/1993 - 03/18/1994
REICH & CO., INC.
NJ
03/12/1991 - 11/04/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
02/14/1989 - 09/13/1991
MONMOUTH INVESTMENTS, INC.
NC
01/01/1991 - 03/13/1991
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
07/13/1989 - 01/01/1991
BUTCHER & SINGER INC.
NJ
02/14/1989 - 06/26/1989
HALPERT AND COMPANY, INC. (MILLBURN NJ)
IA
Issued 11/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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