Jake Morris, Financial Advisor located in Wayzata, MN

Financial Advisor
Jake Morris

445 E Lake St Suite 210, Wayzata, MN 55391opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Estate & Legacy Strategies
  • Charitable Giving

Personal Interests

  • Spending Time with Family
  • Running
  • Music
  • Volunteering
  • Sports Enthusiast

Team Members

  • Jami Sternquist
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 03:00PM
Tue 07:00AM - 03:00PM
Wed 07:00AM - 03:00PM
Thu 07:00AM - 03:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(763) 441-0800

Fax

(855) 379-1815

Office Address

445 E Lake St Suite 210
Wayzata, MN 55391opens in a new window

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