John A Morrison
Investment adviser representative at Secfi Advisory Limited
11 yearsExperience
5 statesRegistered in
CFADesignation
$225.9MFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Geometric Wealth Advisors, LLCOct 2025 to now
- Secfi Advisory LimitedAug 2022 to now
- Secfi Securities, LLCAug 2022 to Oct 2025
- Dimensional Fund AdvisorsSep 2015 to Aug 2022
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 5 states (CA, MA, NY, TX, WA).
Secfi Advisory Limited
$225.9MAssets managed
55Clients
3Advisers
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
- 5574272
- Firm CRD
- 306961