Ryan Morris is a registered investment advisor at Edward Jones, based in Morehead City, NC, with 14 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
3020 C Bridges St, Morehead City, NC, 28557
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Regulatory History (1)
Customer Dispute
January 2023Other Business Activities
Ryan is the head coach of the Varsity Baseball Team at Croatan High School since November 2023. This takes about 10-20% of his time and does not occur during trading hours.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations24 states
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
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