Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
26yrs
Theodore Morrison
Financial advisor at Wells Fargo Advisors
Theodore Morrison has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Jacksonville, Florida. After a year at PNC Managed Account Solutions, Theodore joined Wells Fargo Advisors in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 12% by experience in Jacksonville
Office1562 Atlantic Blvd, Jacksonville, FL 32207
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowWells Fargo Clearing Services, LLCCurrent firm
- Jan 2017 – Jul 2018PNC Managed Account Solutions, Inc.Previously
- 2000 – 2003Wells Fargo Clearing Services, LLCPreviously
Questions to ask Theodore
Tailored to Theodore’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Theodore
How do I contact Theodore?
Call Wells Fargo Advisors at 314-875-3000 and ask for Theodore Morrison. Theodore works from the Jacksonville, FL office.
How long has Theodore been a financial advisor?
Theodore has been in the industry since 2000, about 26 years. Top 12% by experience in Jacksonville.
What licenses does Theodore hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Theodore a fiduciary?
Theodore is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Theodore paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Theodore for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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