Edward Jones-Financial Advisor: Jake Morris

Edward Jones-Financial Advisor: Jake Morris Get organized, be generous, be confident. I look forward to having a profound influence in your life as your financial advisor.

Let's work together to find happiness and fulfillment where you feel like family through an exceptional client experience. I'm a teacher and learner at heart, having spent 13 years in education as a teacher and school administrator before my arrival to Edward Jones. Care, attention to detail and others, and consistently clear communication have built some of the most meaningful relationships in my

life: my wife, my two children, my branch team and my clients. I can't wait for you to be a part of this family. Our clients span multiple generations – we take immense pride in serving families where deep legacy, life lessons and significant assets/property are appropriately staged to pass for generations to come. And we know it takes a large team of trusted professionals on tax advice, estate planning and incorporation to carefully plan and execute. We take pride in leveraging your team to accomplish your short- and long-term goals. We do our best work leveraging your team of professionals to serve:

Significant inheritances and trusts – mindful of gifting and generation-skipping strategies. Business owners – properly insured and protected, efficient tax structure, discipline to save for retirement, offer employee retirement plans. Executives/Directors – consider highly complex taxable estates, optimize deferred compensation, study long-term estate considerations, strategically divesting company stock. Widows/Widowers – making sense of unexpected financial responsibility, thoughtfully passing on your legacy. Come feel like family – where you get to know mine just as much as I get to know yours.

​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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Plan the road ahead—options for succession and continuity so your clients and legacy are well served. Want to explore wh...
06/03/2026

Plan the road ahead—options for succession and continuity so your clients and legacy are well served. Want to explore what that looks like? Let’s talk.

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4uaoojB

Ready to explore what’s possible for the next chapter of your practice?Join our Explore Your Future webinar for an insid...
06/01/2026

Ready to explore what’s possible for the next chapter of your practice?

Join our Explore Your Future webinar for an inside look at how Edward Jones supports experienced financial advisors as they evaluate their options.

Register now: https://bit.ly/4dJdQmI

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4v9T05y

Your practice reflects years of dedication. Exploring your next step deserves the same level of care.Join our Explore Yo...
05/22/2026

Your practice reflects years of dedication. Exploring your next step deserves the same level of care.

Join our Explore Your Future webinar for a clear, thoughtful look at how Edward Jones partners with advisors to support meaningful, long-term growth.

Register today: https://bit.ly/4wLgbVp

Maintain autonomy in how you build your practice and gain a supportive partner when it matters. Support that shows up, n...
05/20/2026

Maintain autonomy in how you build your practice and gain a supportive partner when it matters. Support that shows up, not slows down. Interested? Let’s talk.

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/4dxFb9U

You have trusted, established client relationships, and we provide high-touch support and customized solutions to best s...
05/13/2026

You have trusted, established client relationships, and we provide high-touch support and customized solutions to best serve your clients.

Learn more about Edward Jones by joining our exclusive Due Diligence Event for experienced Financial Advisors, July 29-31 at the Ritz-Carlton, St. Louis.

Register: https://bit.ly/4ublkoc

Growth looks different for every financial advisor.This webinar highlights the resources, technology, and support design...
05/12/2026

Growth looks different for every financial advisor.

This webinar highlights the resources, technology, and support designed to help you serve clients with clarity and confidence — and shape the future of your practice with intention.

Register for Explore Your Future: https://bit.ly/4nuX1iC

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445 E Lake Street, Suite 210
Wayzata, MN
55391

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