JM
Joseph P. Morrison
TRUE NORTH ADVISORS
FT. WORTH, TX 76107
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CRD#: 7825398
JM
Professional summary
Joseph Preston Morrison is a registered financial advisor currently at TRUE NORTH ADVISORS, LLC located in Ft. Worth, Texas.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Joseph 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Preston 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
October 24, 2023 - Present
TRUE NORTH ADVISORS, LLC
Office #1: 3100 West 7th Street Suite 300, Ft. Worth, TX 76107RIA
CRD#: 116048
FT. WORTH, TX
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".
TN
TRUE NORTH ADVISORS, LLC
TRUE NORTH ADVISORS, LLC
CRD#: 116048 / SEC#: 801-66250
RIA
Registered Investment Advisory firm - (2/21/2006 Approved)Texas
Registered Investment Advisory firm - (3/2/2006 Terminated)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(10/24/2023)
Exams
Current Firm
TN
TRUE NORTH ADVISORS, LLC
TRUE NORTH ADVISORS, LLC
CRD#: 116048 / SEC#: 801-66250
RIA
Registered Investment Advisory firm - (2/21/2006 Approved)Texas
Registered Investment Advisory firm - (3/2/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3131 Turtle Creek Suite 1300, Dallas, TX 75219
Mailing Address
Phone number
(214) 360-7300
Established
Firm type
Fiscal year end
# of Employees
65
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,317 |
| AUM (Assets Under Management) | $ 4,478,245,158 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/28/2023 |
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.
