DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jennifer L Morris

Morgan StanleywirehouseFranklin, Tndual registrantIAPD 5093062

Feed of 09/14/2026

Also filed as Jennifer Lee Morris

At current firm

1 y

since Jun 2, 2025

In the industry

19 y

since Oct 30, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Morgan Stanley wirehouse current
since Jun 2, 2025 · Franklin, Tn
Sagespring Wealth Partners independent RIA
Mar 6, 2024 to Nov 27, 2024 · Franklin, Tn
Kestra Advisory Services, LLC BD affiliated
Jun 1, 2023 to Jan 25, 2024 · Brentwood, Tn
Wells Fargo Advisors wirehouse
Oct 6, 2022 to Mar 17, 2023 · Virginia Beach, Va
UBS Financial Services Inc. wirehouse
Oct 31, 2013 to Oct 17, 2022 · Virginia Beach, Va
Morgan Stanley wirehouse
Jun 1, 2009 to Nov 1, 2012 · Virginia Beach, Va
Citigroup Global Markets Inc. BD affiliated
Nov 14, 2006 to Jun 1, 2009 · Huntington, Wv

Moves

a registration end followed by a registration begin elsewhere

Sagespring Wealth Partners to Morgan Stanley
left Nov 27, 2024, registered Jun 2, 2025 (187 days) · RIA to wirehouse
Kestra Advisory Services, LLC to Sagespring Wealth Partners
left Jan 25, 2024, registered Mar 6, 2024 (41 days) · Affiliated broker-dealer or bank to independent RIA
Wells Fargo Advisors to Kestra Advisory Services, LLC
left Mar 17, 2023, registered Jun 1, 2023 (76 days) · Wirehouse to affiliated broker-dealer or bank
UBS Financial Services Inc. to Wells Fargo Advisors
left Oct 17, 2022, registered Oct 6, 2022 (-11 days) · Wirehouse to wirehouse
Morgan Stanley to UBS Financial Services Inc.
left Nov 1, 2012, registered Oct 31, 2013 (364 days) · Wirehouse to wirehouse
Citigroup Global Markets Inc. to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move

Signals

Jennifer L Morris left Sagespring Wealth Partners for Morgan Stanley (registered 2025-06-02)
Nov 27, 2024 · Advisor changed firm · fact
Jennifer L Morris left Kestra Advisory Services, Llc for Sagespring Wealth Partners (registered 2024-03-06)
Jan 25, 2024 · Advisor changed firm · fact
Jennifer L Morris left Wells Fargo Advisors for Kestra Advisory Services, Llc (registered 2023-06-01)
Mar 17, 2023 · Advisor changed firm · fact
Jennifer L Morris left Ubs Financial Services Inc. for Wells Fargo Advisors (registered 2022-10-06)
Oct 17, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address