Jake Morris

Jake Morris has a diverse work experience. Jake started their career as an intern at Elite Brokerage Services in 2011, followed by an internship at Morgan Stanley Smith Barney in 2012. In 2013, they joined Vanguard and held multiple roles, including Client Relationship Specialist, Voyager Select Investment Professional, and Flagship Assigned Representative. During their time at Vanguard, Jake excelled in identifying clients' needs, resolving issues, and providing appropriate solutions and services. In 2021, they joined Lincoln Investment as a Securities Trader. Jake's previous experiences have provided him with a strong knowledge of financial markets, investment products, and regulatory issues, making him a valuable asset in the industry.

Jake Morris attended Gettysburg College from 2009 to 2013, where they earned a Bachelor of Arts (B.A.) degree in Organization and Management Studies. Prior to that, from 1998 to 2009, they attended Episcopal Academy, but no degree or field of study information was provided for this institution.