Jesse Morris

Jesse Morris

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location of Jesse MorrisNew York, New York, United States

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  • Timeline

  • About me

    Senior Relationship Manager at Empower

  • Education

    • Rutgers, The State University of New Jersey-New Brunswick

      -
      Bachelor of Arts (BA) American Studies
  • Experience

    • Cammack Retirement Group

      Mar 2010 - Feb 2021
      • Consultant

        Jan 2017 - Feb 2021
      • Senior Account Manager

        Mar 2010 - Feb 2021
    • CAPTRUST

      Feb 2021 - Jan 2023
      Senior Financial Advisor
    • Empower

      Jan 2023 - now
      • Senior Relationship Manager

        Sept 2024 - now
      • Relationship Manager

        Jan 2023 - Oct 2024
  • Licenses & Certifications

    • Accredited Investment Fiduciary

      Fiduciary Analytics
      Jan 2013
    • Nonqualified Plan Advisor (NQPA)

      American Retirement Association
      Jul 2020
    • Certified Plan Fiduciary Advisor (CPFA)

      American Retirement Association
      May 2020