JM
James C. Morrison
CROW HOLDINGS CAPITAL
Dallas, TX 75219-3913
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CRD#: 3076014
JM
Professional summary
James Conrad Morrison, who also goes by Conrad Morrison, is a registered financial advisor currently at CROW HOLDINGS CAPITAL located in Dallas, Texas.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. James has worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Conrad Morrison
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.
Crow Holdings Capital Partners, L.L.C.; Investment related business; 3819 Maple Avenue, Dallas, Texas 75219; Real estate investment and development firm; Chief Compliance Officer; 04/2011-Present; Approximately 160 hours a month; Oversees compliance function for Crow Holdings Capital Partners, L.L.C.
CRS (Client Relationship Summary) - RIA
Click below to view James Conrad Morrison'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®
NoneExperience
Current
July 26, 2011 - Present
CROW HOLDINGS CAPITAL
Office #1: 3819 Maple Ave, Dallas, TX 75219-3913RIA
CRD#: 156925
Dallas, TX
Past
December 15, 2006 - May 3, 2011
HARBERT FUND ADVISORS, INC.
RIA
CRD#: 110577
BIRMINGHAM, AL
Past
June 9, 2006 - May 3, 2011
HMC INVESTMENTS, LLC
BD
CRD#: 40581
BIRMINGHAM, AL
Past
February 2, 2005 - May 4, 2006
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC
RIA
CRD#: 111757
BIRMINGHAM, AL
Past
February 2, 2005 - May 4, 2006
AMSOUTH ASSET MANAGEMENT, INC.
RIA
CRD#: 111554
BIRMINGHAM, AL
Past
September 4, 2000 - May 30, 2002
NBC SECURITIES, INC.
BD
CRD#: 17870
BIRMINGHAM, AL
Past
August 30, 1999 - June 26, 2000
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
NEW YORK, NY
Past
February 8, 1999 - June 30, 1999
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
Past
July 7, 1998 - October 20, 1998
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
July 7, 1998 - October 20, 1998
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CH
CROW HOLDINGS CAPITAL
CH MULTI-FAMILY BTH ADVISORS, L.P. | FUND VIII MANAGERS, L.L.C. | FUND VII MANAGERS, L.L.C. (RELYING ADVISOR) | FUND VII MANAGERS, L.L.C. | DANIEL ISLAND INVESTMENT PARTNERS GP, L.L.C. | CROW HOLDINGS SELF-STORAGE ADVISORS, L.P. | CROW HOLDINGS RETAIL ADVISORS II, L.P. | CROW HOLDINGS RETAIL ADVISORS I, L.P. | CROW HOLDINGS REALTY PARTNERS INVESTOR VII-B, L.P. | CROW HOLDINGS REALTY ADVISORS VIII, L.P. | CROW HOLDINGS REALTY ADVISORS VII, L.P. | CROW HOLDINGS REALTY ADVISORS VI, L.P. | CROW HOLDINGS REALTY ADVISORS V, L.P. | CROW HOLDINGS REALTY ADVISORS IV, L.P. | CROW HOLDINGS PARTNERS | CROW HOLDINGS CAPTIAL PARTNERS, L.L.C. | CROW HOLDINGS CAPITAL REAL ESTATE | CROW HOLDINGS CAPITAL PARTRNERS, L.L.C. | CROW HOLDINGS CAPITAL PARTNERS, L.L.C. | CROW HOLDINGS CAPITAL PARTNERS | CROW HOLDINGS CAPITAL INVESTMENT PARTNERS | CROW HOLDINGS CAPITAL | CROW HOLDINGS | CROW FAMILY HOLDINGS REALTY ADVISORS, L.P. (RELYING ADVISOR) | CROW FAMILY HOLDINGS REALTY ADVISORS, L.P.
CRD#: 156925 / SEC#: 801-72434
RIA
Registered Investment Advisory firm - (6/14/2011 Approved)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
Texas(7/26/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CH
CROW HOLDINGS CAPITAL
CH MULTI-FAMILY BTH ADVISORS, L.P. | FUND VIII MANAGERS, L.L.C. | FUND VII MANAGERS, L.L.C. (RELYING ADVISOR) | FUND VII MANAGERS, L.L.C. | DANIEL ISLAND INVESTMENT PARTNERS GP, L.L.C. | CROW HOLDINGS SELF-STORAGE ADVISORS, L.P. | CROW HOLDINGS RETAIL ADVISORS II, L.P. | CROW HOLDINGS RETAIL ADVISORS I, L.P. | CROW HOLDINGS REALTY PARTNERS INVESTOR VII-B, L.P. | CROW HOLDINGS REALTY ADVISORS VIII, L.P. | CROW HOLDINGS REALTY ADVISORS VII, L.P. | CROW HOLDINGS REALTY ADVISORS VI, L.P. | CROW HOLDINGS REALTY ADVISORS V, L.P. | CROW HOLDINGS REALTY ADVISORS IV, L.P. | CROW HOLDINGS PARTNERS | CROW HOLDINGS CAPTIAL PARTNERS, L.L.C. | CROW HOLDINGS CAPITAL REAL ESTATE | CROW HOLDINGS CAPITAL PARTRNERS, L.L.C. | CROW HOLDINGS CAPITAL PARTNERS, L.L.C. | CROW HOLDINGS CAPITAL PARTNERS | CROW HOLDINGS CAPITAL INVESTMENT PARTNERS | CROW HOLDINGS CAPITAL | CROW HOLDINGS | CROW FAMILY HOLDINGS REALTY ADVISORS, L.P. (RELYING ADVISOR) | CROW FAMILY HOLDINGS REALTY ADVISORS, L.P.
CRD#: 156925 / SEC#: 801-72434
RIA
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Contact information
Main Address
3819 Maple Ave, Dallas, TX 75219-3913
Mailing Address
Phone number
(214) 661-8000
Established
Firm type
Fiscal year end
# of Employees
152
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 13,950,022,655 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CROW HOLDINGS CAPITAL
CRD#: 156925Dallas, TX 75219-3913TRUST BUT VERIFY
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