Unclaimed Profile

William Daniel Morrison

JACOB WILLIAM, INC.·TIMONIUM, Maryland

Series 6, Series 7, Series 24, Series 63, Series 65Clean record22 years registeredJACOB 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. · 22 years registered

Brand Profile

Not yet started

Career History

CWM, LLC

Dec 2016 – present

JACOB WILLIAM ADVISORY

Sep 2009 – Oct 2017

TIMONIUM, MD

LPL FINANCIAL CORPORATION

Sep 2009 – Oct 2009

TOWSON, MD

MUTUAL SERVICE CORPORATION

Oct 2006 – Sep 2009

TOWSON, MD

HORNOR, TOWNSEND & KENT, INC.

Feb 2004 – Oct 2006

TOWSON, MD

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 13, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JACOB WILLIAM, INC.

CRD 151468 · SEC 801-70594

AUM

$57M

Regulatory assets under management

Employees

452 client accounts

Services offered by JACOB WILLIAM, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JACOB WILLIAM, INC. →

Introduction

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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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