Seth B Morris

Experience

• 

  US Army

  Jan 1999 - Mar 2002

  Army Ranger
• 

  Edward Jones

  Jan 2007 - Aug 2021

  As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with your CPA, attorney and other professional, I can help determine the most appropriate financial strategy for you and your family. I can also help you with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do. I was responsible for 20-30 financial advisors in the Southern California area from after they took their general securities exam through their first 4 years in the business I am responsible for recruiting both new and experienced financial advisors to Edward Jones in the Phoenix area I am responsible for recruiting advisors from other firms to Edward Jones.

  • Financial Advisor

    May 2012 - Aug 2021

  • Business Development Coach

    Sept 2010 - May 2012

  • Edward Jones Location Rich Market Recruiter

    Aug 2008 - Sept 2010

  • Producer Recruiter

    Jan 2007 - Aug 2008
• 

  BlackRock

  Aug 2021 - now

  • Vice President, Market Leader

    Jul 2024 - now

  • Vice President, Model Portfolio Specialist

    Jan 2024 - Jul 2024

  • Model specialist

    Aug 2021 - Jul 2024