James William Morris
Investment adviser representative at Ieq Capital, LLC
14 yearsExperience
2 statesRegistered in
CFADesignation
$56.8BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Ieq Capital, LLCMar 2024 to now
- CitigroupApr 2019 to Mar 2024
- J.P Morgan Chase BankNov 2012 to Apr 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, GA).
Ieq Capital, LLC
$56.8BAssets managed
2,309Clients
197Advisers
7 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
- 6140164
- Firm CRD
- 301819