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Jesse Morris, AIF®, CPFA®, NQPA®

Jesse Morris, AIF®, CPFA®, NQPA®

Senior Financial Advisor

  • Roxbury Township, NJ
  • Nothing To Lose by Lee Child | The Accountant
  • “Talent is given, greatness is earned.” - Lebron James
  • Integrity, humility, and resilience

Financial Advisors

Jesse Morris is an institutional retirement plan advisor based in New York, NY.

CAPTRUST welcomed Jesse to our team in 2021. He serves the retirement needs of our large defined contribution plan clients. Jesse provides comprehensive advice to these plan sponsors, aligning all aspects of their fiduciary responsibilities. He is a champion for clients in all phases of plan design and administration.

Jesse joined us from Cammack Retirement Group—a leading national, independent retirement plan consulting and investment advisory firm—where he served as a consultant. He has over 10 years of experience in providing defined contribution plan design and client management services at Cammack. He also served as a senior account manager within the firm’s retirement practice. Jesse received his Bachelor of Arts degree in American studies from Rutgers University.

Education

  • Bachelor of Arts degree in American studies from Rutgers University

Industry Designations

  • Accredited Investment Fiduciary (AIF)
  • Certified Plan Fiduciary Advisor (CPFA)
  • Nonqualified Plan Advisor (NQPA)
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