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Detailed Report
Joshua David Morris
CRD#: 4814668
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 8006 S 101st East Ave Suite B
Tulsa, OK 74133
Registration History
200420062008201020122014201620182020202220242026IAEDWARD JONES (CRD# 250)2007 - Present (17 years)BEDWARD JONES (CRD# 250)2004 - Present (20 years)
License(s)

State Registrations

B
Alabama 4/19/2021
B
New York 4/2/2014
B
Arizona 5/15/2015
B
Oklahoma 10/15/2004
B
California 9/23/2008
IA
Oklahoma 5/29/2007
B
Colorado 2/3/2017
B
Texas 12/15/2005
B
Florida 6/23/2023
IA
Texas 12/12/2018
B
Kansas 5/9/2007
B
Virginia 5/15/2014
B
Massachusetts 10/14/2016

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EDWARD JONES (CRD#:250)
8006 S 101st East Ave Suite B, Tulsa, OK 74133
Registered with this firm since 5/29/2007
B
EDWARD JONES (CRD#:250)
8006 S 101st East Ave Suite B, Tulsa, OK 74133
Registered with this firm since 8/17/2004
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.