Jarrett Morris, CFP®, AIF®, ChFC®
Chief Operating Officer
Jarrett serves RiversEdge as Chief Operating Officer, Chief Compliance Officer, and Co-Founder. He leads operational strategy, and financial planning for RiversEdge’s most complex client relationships.
Jarrett has two decades of Financial Services experience. He holds his Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), and Accredited Investment Fiduciary (AIF) designations. Before co-founding RiversEdge Advisors, Jarrett worked for an insurance-based firm where he quickly learned the lack of industry transparency and proprietary relationships create conflicts of interest. He co-founded RiversEdge to directly address such issues. Jarrett earned a B.S. in Finance and Economics from the Alfred Lerner College of Business & Economics at University of Delaware.