Casey Morford is a CFP-designated registered investment advisor at Jm2 Capital INC., based in Edmond, OK, with 2 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 70 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
16340 Muirfield Place, Edmond, OK, 73013
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Casey provides family office services through Mathena Investments since February 2018. This investment-related activity takes about 10-20% of Casey's time, and occurs during securities trading hours.
Employment History
Current Registrations
Jm2 Capital INC.
State Registrations2 states
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.