Unclaimed Profile

James Conrad Morrison

CROW HOLDINGS CAPITAL PARTNERS, L.L.C.·DALLAS, Texas

Series 7, Series 24, Series 63, Series 65Clean record21 years registeredCROW HOLDINGS CAPITAL PARTNERS, L.L.C.

3819 MAPLE AVE, DALLAS, TX 75219-3913CRD# 3076014Firm CRD# 156925

Profile Verification

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

Identity

James Conrad Morrison · DALLAS, TX

Registration

CRD #3076014 · CROW HOLDINGS CAPITAL PARTNERS, L.L.C. · 21 years registered

Brand Profile

Not yet started

Career History

CROW HOLDINGS CAPITAL

Jul 2011 – present

HARBERT FUND ADVISORS, INC.

Dec 2006 – May 2011

BIRMINGHAM, AL

AMSOUTH ASSET MANAGEMENT, INC.

Feb 2005 – May 2006

BIRMINGHAM, AL

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

Feb 2005 – May 2006

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 2, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CROW HOLDINGS CAPITAL PARTNERS, L.L.C.

CRD 156925 · SEC 801-72434

AUM

$14.0B

Regulatory assets under management

Employees

152

17 client accounts

Services offered by CROW HOLDINGS CAPITAL PARTNERS, L.L.C.

Per Form ADV

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at CROW HOLDINGS CAPITAL PARTNERS, L.L.C. →

Introduction

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Frequently Asked Questions

What services does James Conrad Morrison offer?

James Conrad Morrison specializes in Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are James Conrad Morrison's credentials?

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

Where is James Conrad Morrison located?

James Conrad Morrison is based in DALLAS, Texas, working with CROW HOLDINGS CAPITAL PARTNERS, L.L.C.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does James Conrad Morrison charge for services?

James Conrad Morrison's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CROW HOLDINGS CAPITAL PARTNERS, L.L.C.?

CROW HOLDINGS CAPITAL PARTNERS, L.L.C. has approximately 152 employees and manages $14.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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