JONATHAN MORRIS is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-06-08 | 2025-03-31 | — |
| PLANMEMBER SECURITIES CORPORATION | 2018-02-02 | 2018-07-23 | — |