Jarrett Morris, CFP®, AIF®, ChFC®

Jarrett Morris serves RiversEdge as Partner, Co-founder, and Chief Compliance Officer. With over two decades of experience in the financial services industry, Jarrett specializes in guiding founders, entrepreneurs, and ultra-high-net-worth professionals through the complexities of wealth management. He plays a key role in the firm’s operational strategy and oversees financial planning for its most complex relationships.

Early in his career, he worked for an insurance-based firm, where he saw how limited transparency and proprietary products could undermine client outcomes. That experience led him to co-found RiversEdge Advisors—driven by a vision to build a more transparent and client-centered advisory firm. Jarrett’s expertise lies at the intersection of advanced financial planning, integrated tax strategy, and investment management. His approach extends beyond traditional portfolio management to encompass the full spectrum of a client’s financial life—including private business interests, real estate holdings, and other non-market assets—ensuring every recommendation is aligned with the client’s lifestyle, goals, and long-term legacy.

Jarrett earned his B.S. in Finance and Economics from the Alfred Lerner College of Business & Economics at the University of Delaware. He holds Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), and Accredited Investment Fiduciary® (AIF®) designations.