David Jon Morrow
Investment adviser representative at The Fiduciary Alliance
17 yearsExperience
1 stateRegistered in
$2.5BFirm assets
10 yearsFirm in business
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- The Fiduciary AllianceMar 2024 to now
- Morrow Wealth Advisory GroupApr 2018 to now
- Raymond James Financial Services, Inc.Apr 2018 to now
- Raymond James Financial Services Advisors Inc.Apr 2018 to Mar 2024
- Morgan Stanley Private Bank, National AssociationJan 2015 to Apr 2018
- Morgan Stanley Smith BarneyJun 2009 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
The Fiduciary Alliance
Legal name: Fiduciary Alliance LLC
$2.5BAssets managed
8,964Clients
49Advisers
10 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
- 2178372
- Firm CRD
- 284924