JM
JM
John Morris
33 Years of Experience
New York, NY
2 Disclosures
John Morris is a registered investment advisor at Intentional Asset Management, based in New York, NY, with 33 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are 0.50% for assets invested in Separately Managed Portfolios and 0.40% for assets invested in Model Portfolios. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location
12 East 49th Street, 11th Floor, New York, NY, 10017-1012
Get directionsHistory
Regulatory History (2)
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Customer Dispute
June 1995Settled
Customer Dispute
April 1991Settled
Employment History
Current Registrations
Intentional Asset Management
December 2025 - Present · 5 mos
Previous Registrations
Wm. H. Murphy & CO., INC.Broker
August 2016 - March 2018 · 1 yr 7 mos
I-Bankers Direct, LLCBroker
January 2016 - June 2016 · 5 mos
V2v Securities LLCBroker
December 2014 - January 2016 · 1 yr 1 mo
Bedminster Financial Group, LimitedBroker
February 2014 - December 2014 · 10 mos
Snowden Capital Advisors LLC
February 2013 - January 2014 · 11 mos
Snowden Account Services, INC.Broker
April 2012 - January 2014 · 1 yr 9 mos
Cbf Advisors, LLC
September 2005 - April 2011 · 5 yrs 7 mos
Managed Account Services, LLCBroker
July 2005 - December 2011 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1982 - January 1989 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1982 - March 2004 · 21 yrs 5 mos
State Registrations2 states
NJNY
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.