James Conrad Morrison
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Conrad Morrison
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
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.
Contact Information
Main Address
3819 Maple Ave, Dallas, TX 75219-3913Phone Number
(214) 661-8000# of Employees
166SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
19AUM (Assets Under Management)
$14,446,644,303Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
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.
State Registrations and Notice Filings
(7/26/2011)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view James Conrad Morrison's CRS (Customer Relationship Summary).
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