Thomas Lee Morris Jr
Also appears in the source record as: Thomas Lee Morris Jr.; Thomas Lee Morris; Butch Morris
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (3)
- SIESeries 7Series 66
- Registered states (13)
- Arizona · California · Connecticut · Florida · Georgia · Louisiana · Minnesota · Missouri · Nebraska · New Jersey · Oklahoma · Pennsylvania · Texas
- Years in the industry (source record)
- 13
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Edward Jones
- Firm CRD
- 250
- SEC number
- 801-3297
- Assets under management
- $1.0T as of Jun 29, 2026
- Website
- www.twitter.com/EDWARDJONES ↗
- Phone
- 314-515-2000
- Firm location
- St. Louis, MO, 63131
Employment history (7)
From the source registration record · current first
-
start not retrieved → present
-
start not retrieved → present
-
Fidelity Personal And Workplace AdvisorsBoston, MA · IA capacityJul 13, 2018 → Feb 21, 2024
-
Fidelity Brokerage Services LLCPlano, TX · BC capacityJun 3, 2013 → Feb 16, 2024
-
Strategic Advisers LLCPlano, TX · IA capacityJul 7, 2014 → Jul 13, 2018
-
T. Rowe Price Advisory Services, Inc.Colorado Springs, CO · IA capacityFeb 5, 2013 → May 30, 2013
-
T. Rowe Price Investment Services, Inc.Colorado Springs, CO · BC capacityJan 1, 2013 → May 30, 2013
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.