James Tracy Hackney
Investment adviser representative at Corient
25 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$165.3BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
25 years in the industry.
- CorientJul 2026 to now
- Mrwm Capital Management, LLCAug 2025 to now
- Songwriter Soup LLCJan 2023 to now
- Mrwm Capital Partners SlpAug 2021 to now
- Mrwm Capital Partners, LLCAug 2021 to now
- 16th Avenue Parters, LLCOct 2016 to now
- Music Row Wealth Management LLCJan 2025 to Jul 2026
- Mrwm Advisors, LLC d/b/a Music Row Wealth ManagementJun 2017 to Jul 2026
- James T. HackneyJun 2017 to Jan 2023
- Northwestern Mutual Wealth Management CompanyMay 2007 to Jul 2017
- Northwestern Mutual Investment Services LLCNov 2001 to Jul 2017
- Northwestern Mutual Life Insurance CoNov 2001 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 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
- 4475351
- Firm CRD
- 319448