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Partner & Founder and CCO · Riversedge Advisors

Jarrett F. Morris

CRD 5146654 · Named on Form ADV at one SEC-registered adviser

At a glance

Riversedge Advisors, an SEC-registered wealth manager based in Wilmington, DE with $928 million in regulatory assets, lists Jarrett F. Morris on its Form ADV as Partner & Founder and CCO, a control person.

Firms and roles

  • Riversedge AdvisorsPartner & Founder and CCOWealth manager · Wilmington, DE · $928M in regulatory assets

AtlasMembers

Jarrett’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jarrett’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.