JM
JM

James Conrad Morrison

20 Years of Experience
Areas of Practice
Investment ManagementReal Estate Investing
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
16 clients
Average Client Portfolio
$871.9M average
Assets Under Management
$14.0B

Fee Structure

Financial Planning:Investment management only
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Location

3819 Maple Ave, Dallas, TX, 75219-3913

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James is the Chief Compliance Officer for Crow Holdings Capital Partners, L.L.C., a real estate investment and development firm, since 2011. He dedicates nearly full-time hours to overseeing the compliance function.

Employment History
Current Registrations
Crow Holdings Capital
July 2011 - Present · 14 yrs 7 mos
Previous Registrations
Harbert Fund Advisors, INC.
December 2006 - May 2011 · 4 yrs 5 mos
Amsouth Asset Management, INC.
February 2005 - May 2006 · 1 yr 3 mos
Amsouth Investment Management Company LLC
February 2005 - May 2006 · 1 yr 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.