James Richard Morton
Investment adviser representative at Usadvisors Wealth Management, LLC
18 yearsExperience
1 stateRegistered in
ChFC®Designation
$483.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Usadvisors Wealth Management, LLCNov 2014 to now
- Securities America, Inc.May 2008 to Jun 2024
- Alliant BankMay 2008 to Jan 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
State registrations
Registered as an investment adviser representative in 1 state (MO).
Usadvisors Wealth Management, LLC
$483.3MAssets managed
1,901Clients
14Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1684747
- Firm CRD
- 158108