Casey Morford

JM2 CAPITAL

Edmond, OK 73013

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CRD#: 7799515

Professional summary

Casey Morford is a registered financial advisor currently at JM2 CAPITAL INC. located in Edmond, Oklahoma.

Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Casey has worked at 1 firm .

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.

Mathena Investments, Investment Related, February 2018, Family Office Services, 32 hours per month, all during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Casey Morford's CRS (Customer Relationship Summary).

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

August 18, 2023 - Present

JM2 CAPITAL INC.

Office #1: 16340 Muirfield Place, Edmond, OK 73013

RIA

CRD#: 292351

Edmond, OK

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".

JM2 CAPITAL INC.

CRD#: 292351 / SEC#: 801-124810

RIA

Registered Investment Advisory firm - (5/3/2022 Approved)

Oklahoma

Registered Investment Advisory firm - (5/4/2022 Terminated)

Texas

Registered Investment Advisory firm - (5/4/2022 Terminated)

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).

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

Oklahoma
(8/18/2023)

IAR

Texas
(8/18/2023)

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

Current Firm

JM2 CAPITAL INC.

CRD#: 292351 / SEC#: 801-124810

RIA

Registered Investment Advisory firm - (5/3/2022 Approved)

Oklahoma

Registered Investment Advisory firm - (5/4/2022 Terminated)

Texas

Registered Investment Advisory firm - (5/4/2022 Terminated)

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Contact information

Main Address

16340 Muirfield Place, Edmond, OK 73013

Mailing Address

Phone number

(405) 285-2878

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JM2 CAPITAL INC. ADV PART 2AB (3/20/2025)

Regulatory assets under management

Total Number of Accounts	62
AUM (Assets Under Management)	$ 186,431,370

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.

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Casey Morford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Casey Morford's CRS (Customer Relationship Summary).

Certified licenses

Experience

JM2 CAPITAL INC.

Primary Firm SEC Registration

JM2 CAPITAL INC.

State Registrations and Notice Filings

Exams

Current Firm

JM2 CAPITAL INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JM2 CAPITAL INC.

TRUST BUT VERIFY

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