This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CERITY PARTNERS LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 9, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S66|S63

First exam

Sep 9, 2005

First registration

Jan 1, 2007

Dual registered

no

Other names

JON MORRIS|JOHN MORRIS

IAPD individual key

4003870

• Occurred

  Sep 2, 2022
  Advisor changed firm

  Jonathan Edward Morris left Palladium Registered Investment Advisors for Cerity Partners Llc (registered 2022-06-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:28fb0c58-1af3-3298-a5d1-d47db48f4dfd

First observed

Jan 1, 2007

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.