Seth B Morris

Seth B Morris

Army Ranger

Followers of Seth B Morris838 followers
location of Seth B MorrisNashville, Tennessee, United States

Connect with Seth B Morris to Send Message

Connect

Connect with Seth B Morris to Send Message

Connect
  • Timeline

  • About me

    Vice President, Market Leader

  • Education

    • Southern Illinois University, Carbondale

      2004 - 2006
      BA IMC/Advertising
    • Southwestern Illinois College

      2002 - 2004
      Associates

      Activities and Societies: Soccer Team

  • 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
  • Licenses & Certifications

    • CAIA Fundamentals of Alternative Investments Certificate

      CAIA Association
      Apr 2024
      View certificate certificate