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Jonathan Morris

Jonathan Morris

Vice President | Fisher Investments

United States

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Jonathan Morris

Summary

Jonathan Morris is a seasoned finance professional currently serving as Vice President at Fisher Investments, where he excels in a competitive sales environment focused on high net worth investors. With a strong background in investments, mutual funds, and sales, he has developed a keen ability to educate clients about their financial situations and the services that can help them achieve their goals. Prior to his current role, Jonathan held various positions at Fidelity Investments, where he consistently exceeded sales targets and was recognized with multiple awards for his performance. His educational background includes a Bachelor's Degree in Business/Managerial Economics from Texas Tech University. Jonathan's expertise extends beyond traditional finance, as he is also interested in exploring innovative financial solutions and emerging investment technologies. His commitment to professional growth and client success sets him apart in the financial services industry.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Jonathan Morris

Work Experience

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Vice President at

Fisher Investments

May 2019 - Present

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Regional Director- External Wholesaler at

Fidelity Investments

May 2015 - May 2019

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Senior Regional Investment Consultant at

Fidelity Investments

July 2014 - May 2015

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Inside Sales Representative at

Fidelity Investments

July 2012 - July 2013

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Jonathan Morris

Education

Texas Tech University - Rawls College of Business, Bachelor's Degree

January 2008 - January 2012

Frequently Asked Questions about Jonathan Morris

What is Jonathan Morris email address?

Jonathan Morris's primary email address is ***************@fi.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jonathan Morris work for?

Jonathan Morris is a Vice President at Fisher Investments, a company specializing in Monetary Authorities-Central Bank.

Where Jonathan Morris graduated from?

Jonathan Morris holds a degree in Business/Managerial Economics from Texas Tech University - Rawls College of Business.

How can I directly contact Jonathan Morris?

To contact Jonathan Morris directly, you can use the email address ***************@fi.com. Complete contact information is available upon registration with Muraena.

Who is Jonathan Morris?

Jonathan Morris is a seasoned finance professional currently serving as Vice President at Fisher Investments, where he excels in a competitive sales environment focused on high net worth investors. With a strong background in investments, mutual funds, and sales, he has developed a keen ability to educate clients about their financial situations and the services that can help them achieve their goals. Prior to his current role, Jonathan held various positions at Fidelity Investments, where he consistently exceeded sales targets and was recognized with multiple awards for his performance. His educational background includes a Bachelor's Degree in Business/Managerial Economics from Texas Tech University. Jonathan's expertise extends beyond traditional finance, as he is also interested in exploring innovative financial solutions and emerging investment technologies. His commitment to professional growth and client success sets him apart in the financial services industry.

Jonathan`s contact details

mail

***************@fi.com

***************@fmr.com

***************@fisherinvestments.com

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