JM
JM

Justin Morris

40 Years of Experience
Suffolk, VA
Broker

Justin Morris is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Suffolk, VA, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5859 Harbour View Boulevard, Suite 201, Suffolk, VA, 23435

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Justin is an independent contractor and advisor for RJFS through Hampton Roads Financial since 2016. He dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2016 - Present · 10 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.Broker
July 2012 - March 2016 · 3 yrs 8 mos
Raymond James & Associates, INC.
July 2012 - March 2016 · 3 yrs 8 mos
Bb&t Investment Services, INC.Broker
January 2009 - July 2012 · 3 yrs 6 mos
Bb&t Investment Services, INC.
January 2009 - July 2012 · 3 yrs 6 mos
Bb&t Investment Services, INC.Broker
March 2006 - December 2008 · 2 yrs 9 mos
Bb&t Investment Services, INC.
March 2006 - December 2008 · 2 yrs 9 mos
Bb&t Asset Management, INC.
February 2005 - March 2006 · 1 yr 1 mo
Bb&t Investment Services, INC.Broker
February 2004 - December 2004 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1994 - July 2000 · 5 yrs 8 mos
Dmg Securities, INC.Broker
July 1994 - November 1994 · 4 mos
F.N. Wolf & CO., INC.Broker
May 1988 - July 1994 · 6 yrs 2 mos
Sherwood Capital, INC.Broker
February 1987 - May 1988 · 1 yr 3 mos
First Jersey Securities, INC.Broker
September 1981 - January 1987 · 5 yrs 4 mos
State Registrations4 states
FLMDNCVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Justin Morris - Financial Advisor | TrueAdvisor