Jean-claude Schultz Morisset
Investment adviser representative at Trunorth Capital Management, LLC
12 yearsExperience
1 stateRegistered in
$724.5MFirm assets
6 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Trunorth Capital Management, LLCApr 2022 to now
- Plante Moran Financial AdvisorsMay 2014 to Apr 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (MI).
Trunorth Capital Management, LLC
Legal name: Trunorth Capital Management, L.L.C.
$724.5MAssets managed
356Clients
4Advisers
6 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
- 6038678
- Firm CRD
- 165285