James Morrison, financial advisor Ellenton FL
90 score

James Morrison

CRD Number: 5903755
Current Firm: Edward Jones

James Morrison (CRD# 5903755) is an Investment Advisor Representative working at Edward Jones in Ellenton, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2011 - Current 5
Img Academies Bradenton, FL Mar 2011 - Apr 2011 < 1
Unemployed Bradenton, FL Oct 2010 - Mar 2011 < 1
Campbell Morrison Bradenton, FL Jul 2010 - Oct 2010 < 1
Grand Prairie Airhogs Grand Prairie, TX Apr 2008 - Jul 2010 2
York Revolution York, PA Mar 2010 - Jun 2010 < 1
Worley Catastrophe Company Hamond, LA Sep 2008 - Nov 2008 < 1
Unemployed Bradenton, FL Nov 2007 - May 2008 < 1
Aguilas Del Zulia Maracaibo, Oct 2007 - Nov 2007 < 1
Schaumburg Flyers Schaumburg, IL May 2007 - Sep 2007 < 1
University Of South Florida Tampa, FL Oct 2006 - May 2007 < 1
Kansas City T-bones Kansas City, KS Apr 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for James F. Morrison
Phone Number: 314-515-2000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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