John L. Morris

INTENTIONAL ASSET MANAGEMENT

NEW YORK, NY 10017-1012

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CRD#: 1061207

Professional summary

John Logan Morris is a registered financial advisor currently at INTENTIONAL ASSET MANAGEMENT located in New York, New York.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. John has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 15, Series 3, Series 7, Series 23 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Logan Morris's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 9, 2025 - Present

INTENTIONAL ASSET MANAGEMENT

Office #1: 12 East 49th Street 11th Floor, New York, NY 10017-1012

RIA

CRD#: 322991

NEW YORK, NY

Past

August 23, 2016 - March 7, 2018

WM. H. MURPHY & CO., INC.

CRD#: 27274

Princeton, NJ

Past

January 29, 2016 - June 6, 2016

I-BANKERS DIRECT, LLC

CRD#: 167533

BOCA RATON, FL

Past

December 19, 2014 - January 7, 2016

V2V SECURITIES LLC

CRD#: 131849

New York, NY

Past

February 14, 2014 - December 11, 2014

BEDMINSTER FINANCIAL GROUP, LIMITED

CRD#: 39916

HOLICONG, PA

Past

February 14, 2013 - January 17, 2014

SNOWDEN CAPITAL ADVISORS LLC

RIA

CRD#: 157299

NEW YORK, NY

Past

April 4, 2012 - January 17, 2014

SNOWDEN ACCOUNT SERVICES LLC

CRD#: 149794

NEW YORK, NY

Past

September 19, 2005 - April 28, 2011

CBF ADVISORS, LLC

RIA

CRD#: 134079

PRINCETON, NJ

Past

July 13, 2005 - December 31, 2011

MANAGED ACCOUNT SERVICES, LLC

CRD#: 133803

WAYNE, PA

Past

November 12, 1982 - January 20, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Past

October 20, 1982 - March 2, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(12/9/2025)

IAR

New York
(12/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/7/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/25/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/7/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 15

Date: 9/16/1989

Foreign Currency Options Examination

General Industry/Product Exam

Series 3

Date: 7/21/1984

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 10/16/1982

General Securities Representative Examination

Principal/Supervisory Exam

Series 23

Date: 5/20/2005

General Securities Principal Sales Supervisor

Principal/Supervisory Exam

Series 8

Date: 4/30/1990

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

INTENTIONAL ASSET MANAGEMENT

INTENTIONAL ASSET MANAGEMENT | INTENTIONAL FUNDS LLC | INTENTIONAL FUNDS

CRD#: 322991 / SEC#: 801-129833

RIA

Registered Investment Advisory firm - (10/12/2024 Terminated)

New Jersey

Registered Investment Advisory firm - (12/9/2025 Approved)

New York

Registered Investment Advisory firm - (12/1/2025 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

12 East 49th Street 11th Floor, New York, NY 10017-1012

Mailing Address

Phone number

(917) 776-7237

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

John L. Morris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Logan Morris's CRS (Customer Relationship Summary).

Certified licenses

Experience

WM. H. MURPHY & CO., INC.

I-BANKERS DIRECT, LLC

V2V SECURITIES LLC

BEDMINSTER FINANCIAL GROUP, LIMITED

SNOWDEN CAPITAL ADVISORS LLC

SNOWDEN ACCOUNT SERVICES LLC

CBF ADVISORS, LLC

MANAGED ACCOUNT SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 7/7/2025

Series 63

Date: 4/25/1990

SIE

Date: 3/7/2018

Series 15

Date: 9/16/1989

Series 3

Date: 7/21/1984

Series 7

Date: 10/16/1982

Series 23

Date: 5/20/2005

Series 8

Date: 4/30/1990

Current Firm

INTENTIONAL ASSET MANAGEMENT

Contact information

Documents

Red Flags

Company Information

INTENTIONAL ASSET MANAGEMENT

TRUST BUT VERIFY

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