Unclaimed Profile

James Thomas Morris

PACIFIC LIFE FUND ADVISORS LLC·NEWPORT BEACH, California

PACIFIC LIFE FUND ADVISORS LLC

700 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660-6397CRD# 2517692Firm CRD# 105169

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Thomas Morris · NEWPORT BEACH, CA

Registration

CRD #2517692 · PACIFIC LIFE FUND ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

James Thomas Morris is a registered financial advisor based in NEWPORT BEACH, California, affiliated with PACIFIC LIFE FUND ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Fee-Only Advisory

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PACIFIC LIFE FUND ADVISORS LLC

AUM

$39.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PACIFIC LIFE FUND ADVISORS LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2517692

Firm CRD# 105169

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Thomas Morris offer?

James Thomas Morris specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in NEWPORT BEACH, California for a consultation.

What are James Thomas Morris's credentials?

James Thomas Morris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Thomas Morris located?

James Thomas Morris is based in NEWPORT BEACH, California, working with PACIFIC LIFE FUND ADVISORS LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does James Thomas Morris charge for services?

James Thomas Morris'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 PACIFIC LIFE FUND ADVISORS LLC?

PACIFIC LIFE FUND ADVISORS LLC has approximately 19 employees and manages $39.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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