Wells Fargo Advisors
28yrs
Top advisor by experience in Wilkesboro
12yrs
Sam Morrison
Financial advisor at Edward Jones
Sam Morrison is a fiduciary financial advisor in Wilkesboro, North Carolina, with 12 years in the industry. After a year at BB&t Investment Services, Sam joined Edward Jones in 2017, a firm offering financial planning, investment management, and retirement plan consulting. Sam holds the CFP® designation.
One of 10 advisors with offices in Wilkesboro, and one of 10 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 60% of advisors in Wilkesboro
Office1309 S Collegiate Dr, Wilkesboro, NC 28697
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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
- 2017 – nowEdward JonesCurrent firm
- Aug 2016 – Mar 2017BB&t Investment Services, Inc.Previously
- Nov 2014 – Aug 2016Edward JonesPreviously
Questions to ask Sam
Tailored to Sam’s registration and firm.
- 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 Sam
How do I contact Sam?
Call Edward Jones at (314) 515-2000 and ask for Sam Morrison. Sam works from the Wilkesboro, NC office.
How long has Sam been a financial advisor?
Sam has been in the industry since 2014, about 12 years. More experience than 60% of advisors in Wilkesboro.
What licenses does Sam hold?
Series 66. Tap any license on this page to see what it allows.
Is Sam a fiduciary?
Sam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sam paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Sam 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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