James MorrisonCRD 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.
A New Approach Financial Planning
Lincoln Financial Advisors Corporation
Holifield Huntley Financial Advisers
|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|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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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