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William Daniel Morrison

JACOB WILLIAM, INC.·TIMONIUM, Maryland
Clean recordJACOB WILLIAM, INC.
9515 DEERECO ROAD, TIMONIUM, MD 21093CRD# 2254226Firm CRD# 151468

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Daniel Morrison · TIMONIUM, MD
Registration
CRD #2254226 · JACOB WILLIAM, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Daniel Morrison is a registered financial advisor based in TIMONIUM, Maryland, affiliated with JACOB WILLIAM, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
JACOB WILLIAM, INC.
JACOB WILLIAM ADVISORY
AUM
$57M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at JACOB WILLIAM, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2254226
Firm CRD# 151468
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Daniel Morrison offer?
William Daniel Morrison specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TIMONIUM, Maryland for a consultation.
What are William Daniel Morrison's credentials?
William Daniel Morrison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Daniel Morrison located?
William Daniel Morrison is based in TIMONIUM, Maryland, working with JACOB WILLIAM, INC.. Their office serves clients in the TIMONIUM metropolitan area and surrounding communities.
How does William Daniel Morrison charge for services?
William Daniel Morrison's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JACOB WILLIAM, INC.?
JACOB WILLIAM, INC. has approximately 1 employees and manages $57M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JACOB WILLIAM, INC.

Mark Jacob Ring
TIMONIUM, MD

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Nearby cities in Maryland
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Research
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