Jonne E. Morris
Client Service Officer
Jonne Morris joined Lassus Wherley as a part time member of the Support Team in October of 2000. She became a full time employee in December of the same year where she worked in the Tax Department during the 2001 and 2002 tax seasons. Jonne is currently an Operations Specialist on the Investment Operations Team where her responsibilities include handling daily client requests, trading, performing operational downloads, assisting with production of the quarterly reports and assisting financial planners with the transition of new client accounts.
Jonne worked in the airline and auto industries from 1970 to 1981. After this, Jonne took "early retirement" to stay at home and raise her two children. During those years she volunteered for various school and community organizations, providing volunteer services and fund raising.
Jonne has taken accounting courses at Los Angeles Valley College.