Eric Morrissey
Financial advisor at Edward Jones · Amery, WI
Last updated 2026-10-10
Claim your profileEric Morrissey is a financial advisor at Edward Jones in Amery, WI, CRD 7427997. Licenses and exams on the registration: Series 66. IAPD registration began 2021-11-08.
Registration
- CRD number
- 7427997
- Registration status
- Active
- IAPD registration
- 2021-11-08
- Industry Experience
- 4 years
- Work Experience
- 22 years
- States registered
- TX, WI
Licenses and exams
- Series 66
Work history
- 2021-09 to Present · Edward Jones · St. Louis, MO
- 2004-09 to 2021-09 · Cardinal Glass · Amery, WI
Current employment
- Edward Jones · St. Louis, MO
Edward Jones
- Regulatory AUM
- $1,013,608,323,988
- Registered advisors
- 24,147
- Offices
- 15,412
- Clients per advisor
- 168.5 (High)
- Average AUM per client
- $249.1K (Low)
- High-net-worth client ratio
- 9.2% (Low)
Edward Jones: advisors, services and reported ETF investments
About
Eric Morrissey is a financial advisor at Edward Jones in Amery, WI. Reported securities licenses include Series 66. The latest record indicates 4 years of industry experience and 22 years of reported work history. Reported roles include Cardinal Glass.
SEC disclosures list additional business and community activities: Clear Lake School District Type: Education - Sports Program Date: 03/17/25 Title: Varsity Softball Coach Trad Hrs: 0 Tot Hrs: 15 Desc: Lead: Conduct practices and attend/manage games; March through may city-state: clear lake wi.
Edward Jones' firm-level Form ADV reports 24,147 advisors across 15,412 offices; approximately 168.5 clients per advisor, average assets per client of $249,085, and regulatory AUM of $1T; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Edward Jones on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
Location
329 Keller Ave S, Amery, WI 54001
3 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Eric Morrissey?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.