Financial First Advisors
46yrs
Top advisor by experience in Columbia
21yrs
John Morris is a fiduciary financial advisor in Columbia, Maryland, with 21 years in the industry. John joined Tribridge Partners Financial in 2024, after 19 years at MML Investors Services. John holds the CFP® designation.
One of 394 advisors with offices in Columbia, and one of 371 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 65% of advisors in Columbia
Office6721 Columbia Gateway Drive Suite 100, Columbia, MD 21046
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.62 million
Advisors at the firm7
States licensed ?1 state
Services through Tribridge Partners Financial
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowTribridge Partners Financial LLCCurrent firm
- 2006 – 2025MML Investors Services, LLCPreviously
Questions to ask John
Tailored to John’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call Tribridge Partners Financial at (240) 422-8799 and ask for John Morris. John works from the Columbia, MD office.
How long has John been a financial advisor?
John has been in the industry since 2006, about 21 years. More experience than 65% of advisors in Columbia.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Tribridge Partners Financial reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask John 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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