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James Kenneth Alderman

MORGAN ASSET MANAGEMENT, INC.·BIRMINGHAM, Alabama
MORGAN ASSET MANAGEMENT, INC.
1901 6TH AVENUE NORTH, BIRMINGHAM, AL 35203CRD# 4394395Firm CRD# 111715

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Kenneth Alderman · BIRMINGHAM, AL
Registration
CRD #4394395 · MORGAN ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
8 disclosures on file · See FINRA BrokerCheck for full record
01

About

James Kenneth Alderman is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with MORGAN ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
REGIONS INVESTMENT MANAGEMENT, INC.
REGIONS INVESTMENT MANAGEMENT, INC.
AUM
$17.0B
Regulatory assets under management
Employees
29
Total firm employees
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4394395
Firm CRD# 111715
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Kenneth Alderman offer?
James Kenneth Alderman specializes in Wealth Management, Fee-Only Advisory. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are James Kenneth Alderman's credentials?
James Kenneth Alderman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Kenneth Alderman located?
James Kenneth Alderman is based in BIRMINGHAM, Alabama, working with MORGAN ASSET MANAGEMENT, INC.. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does James Kenneth Alderman charge for services?
James Kenneth Alderman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MORGAN ASSET MANAGEMENT, INC.?
MORGAN ASSET MANAGEMENT, INC. has approximately 29 employees and manages $17.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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