Jake Morris
Partner - Client Accounting & Advisory Services (CAAS) at Whitley Penn | Houston, Texas, United States
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
Jake Morris is a Consulting Partner at Whitley Penn, where he plays a pivotal role in leading the Client Accounting & Advisory Services (CAAS) department in the Houston market. With over four years of experience at the firm, Jake has established himself as a trusted advisor to business owners and CFOs, providing comprehensive solutions tailored to meet their unique accounting and financial needs. His expertise encompasses a wide array of services, including fractional and interim controller and CFO services, project-based consulting, and audit readiness preparation.
Under Jake's leadership, the CAAS team has successfully executed key projects that enhance operational efficiency and financial accuracy for clients across various industries. His deep understanding of financial accounting principles, coupled with his proficiency in US GAAP and the Sarbanes-Oxley Act, enables him to guide organizations through complex regulatory landscapes. Jake’s commitment to excellence is evident in his approach to audit readiness and SEC consulting, where he ensures that clients are well-prepared for compliance and reporting requirements.
In addition to his technical skills, Jake leverages advanced tools such as Microsoft Excel and other Microsoft Office applications to streamline processes and deliver insightful financial analysis. His ability to foster strong relationships with clients and provide strategic guidance has made him a key asset to Whitley Penn’s CAAS group. As businesses navigate the evolving financial landscape, Jake remains dedicated to empowering his clients with the knowledge and resources they need to thrive.
Partner - Client Accounting & Advisory Services (CAAS) at Whitley Penn in March 2020 to Present
Controller at Porter Hedges LLP in February 2016 to March 2020
Audit Manager at PKF Texas in January 2010 to February 2016
See more
See less
Finance
Analytical Skills
Microsoft Office
Excel
Customer Service
Word
Customer Relations
Financial Accounting
Microsoft Excel
Financial Analysis
Financial Reporting
Auditing
Microsoft Word
Accounting
CPA
General Ledger
SEC filings
Financial Audits
Sarbanes-Oxley Act
US GAAP
See more
See less
Discover more about Whitley PennWhat is Jake Morris email address?
Email Jake Morris at [email protected] and [email protected]. This email is the most updated Jake Morris email found in 2026.
What is Jake Morris phone number?
Jake Morris phone number is +17134921853 and +17138599341.
How to contact Jake Morris?
To contact Jake Morris send an email to [email protected] or [email protected]. If you want to call Jake Morris try calling on +17134921853 and +17138599341.
What is Jake Morris net worth?
Jake Morris has an estimated net worth of $150,000 to $249,999
What company does Jake Morris work for?
Jake Morris works for Whitley Penn
What is Jake Morris's role at Whitley Penn?
Jake Morris is Partner - Client Accounting & Advisory Services (CAAS)
What industry does Jake Morris work in?
Jake Morris works in the Accounting industry.
Jake Morris Email Addresses
Jake Morris Phone Numbers
looking for?
Find personal and work emails for over 250M professionals.
People like Jake Morris
VP of Sales & Marketing at Senior Resources
Group Creative Director at The Walt Disney Company
Arabic/English Interpreter/Translator at Tadros Translation
National Sales Consultant at Voyager Sopris Learning
VP, Head of Corporate Strategy and Planning at Buckle
President at VeriFi Investigative Services
Photographer and Owner at Pinsky Studio
CEO at The Nucleus Project
V.P. of Operations at Signamax, Inc.
Financial Director, The Athletic at The New York Times
Director, Global Scientific Communications (aka Medical Channel Content Lead) at Pfizer
Head of Supplier Quality - Nextstar Energy (Stellantis / LG High Voltage Battery Module JV) at NextStar Energy
CEO at Nashville Adult Literacy Council
Principal Product Manager at EMC
Retired at Gillmore Security Systems, Inc
Ugly Cute Dogs: So Ugly, They're Cute! at Ugly Cute Dogs
Machine Operator at INSULECTRO
Sr. Systems Engineer at Perrigo
Director at ADP
Show more
Show less