WM
WM

William Morris

31 Years of Experience
Jackson, MS
Broker

William Morris is a registered investment advisor at Raymond James & Associates, INC., based in Jackson, MS, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

4266 I-55 North, Suite 200, Jackson, MS, 39211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

William is the proprietor/owner of Morris Realty Company LLC, a commercial real estate company, since 2012. He dedicates minimal time to this business, primarily for signing loans or approving property transactions.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
August 2007 - February 2013 · 5 yrs 6 mos
Morgan Keegan & Company, INC.Broker
November 1994 - February 2013 · 18 yrs 3 mos
State Registrations16 states
ALARAZFLGALAMSNCNYOKPASCTNTXWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
William Morris - Financial Advisor | TrueAdvisor