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Jonathan Riley Morris

Athene Securities, LLC

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About Jonathan Riley Morris

Jonathan Morris is a financial advisor with over 20 years of experience in the industry. Jonathan has a strong background in investment banking and has held positions at several leading financial institutions including Goldman Sachs, Morgan Stanley, and Citigroup. Jonathan is currently registered with Athene Securities, LLC and Apollo Global Securities, LLC. Jonathan holds Series 7, 31, 63, 65, 79TO, and SIE licenses and is registered in all 50 states and several territories. Jonathan has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice and investment solutions.

Firm Information

Jonathan Morris is currently registered with Athene Securities, LLC. Athene Securities, LLC is a Limited Liability Company formed on April 21, 2006. The firm is registered with the SEC and in all 51 states.

Not reported

Assets Under Management

Not reported

Total Clients

191

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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Jonathan Morris’s Registration & Firm History

IA

04/01/2024 - Present

Athene Securities, LLC (WEST DES MOINES IA)

NY

11/05/2014 - 07/01/2021

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

MD

06/01/2009 - 08/26/2014

MORGAN STANLEY (BALTIMORE MD)

NY

10/12/2004 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

01/17/2001 - 05/14/2004

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/01/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/07/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2011

Series 31 - Futures Managed Funds Examination

BC

Issued 01/16/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Riley Morris.
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