AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JM

John B. Morris

Some features on this profile are disabled
CRD#: 340496
JM

Professional summary


John Baker Morris was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

John is a previously registered financial professional and started their career in finance in 1969. Prior to being barred, John had worked at 12 firms, which includes CENTEX SECURITIES INCORPORATED, GLOBAL CAPITAL SECURITIES CORPORATION, DEL MAR SECURITIES INC., R.B. MARICH INC., FIRST UNITED SECURITIES GROUP OF CALIFORNIA, BLINDER ROBINSON & CO. INC., AMERICAN FRONTEER FINANCIAL CORPORATION, MORRIS BRIDGER SECURITIES INC, DOUGLASS & CO. INCORPORATED, BACHE & CO INCORPORATED, M. H. DECKARD & CO. INC., INVESCO DISTRIBUTORS INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 19, 1995 - October 21, 1996

CENTEX SECURITIES, INCORPORATED

BD
CRD#: 18493
LA JOLLA, CA
Past

October 18, 1991 - May 4, 1995

GLOBAL CAPITAL SECURITIES CORPORATION

BD
CRD#: 16184
ENGLEWOOD, CO
Past

November 2, 1990 - October 18, 1991

DEL MAR SECURITIES, INC.

BD
CRD#: 14411
Past

August 31, 1987 - October 18, 1990

R.B. MARICH, INC.

BD
CRD#: 13227
Past

June 27, 1986 - September 1, 1987

FIRST UNITED SECURITIES GROUP OF CALIFORNIA

BD
CRD#: 10619
Past

March 9, 1985 - June 24, 1986

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096
Past

April 1, 1982 - March 11, 1985

AMERICAN FRONTEER FINANCIAL CORPORATION

BD
CRD#: 1398
Past

October 6, 1981 - January 4, 1983

MORRIS BRIDGER SECURITIES, INC

BD
CRD#: 10025
Past

June 26, 1975 - June 17, 1981

AMERICAN FRONTEER FINANCIAL CORPORATION

BD
CRD#: 1398
Past

February 5, 1975 - July 27, 1975

DOUGLASS & CO. INCORPORATED

BD
CRD#: 6408
Past

August 23, 1972 - November 23, 1975

BACHE & CO INCORPORATED

BD
CRD#: 7058
Past

July 14, 1971 - May 28, 1972

M. H. DECKARD & CO., INC.

BD
CRD#: 539
Past

September 4, 1969 - August 23, 1971

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 289

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/8/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 8/27/1969
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 10/28/1977
Registered Principal Examination

Current Firm


CS
CENTEX SECURITIES, INCORPORATED
CAPITALINE SECURITIES, INC. | PMC GROUP, INC. | PMC GROUP | LA JOLLA SECURITIES CORPORATION | CENTEX SECURITIES, INCORPORATED | CENTEX SECURITIES CORPORATION

CRD#: 18493 / SEC#: , 8-43569

BD
Terminated by SEC on 10/09/2001
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
California since 04/28/1990
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BIDDICK, BRUCE ALANCHIEF EXECUTIVE OFFICER1124697

Disclosures


Regulatory Event15
Arbitration16

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


CENTEX SECURITIES, INCORPORATED

CRD#: 18493

TRUST BUT VERIFY

Monitor John Morris

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics