Joseph Ryan Morrison
Investment adviser representative at Cloud Capital Management
11 yearsExperience
1 stateRegistered in
$300.2MFirm assets
3 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 assetsPerformance-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.
- Cloud Capital ManagementJun 2026 to now
- J.P. Morgan Securities LLCJul 2015 to May 2026
- JP Morgan Chase Bank NAJul 2015 to May 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (WA).
Cloud Capital Management
Legal name: Cloud Capital Management, LLC
$300.2MAssets managed
131Clients
6Advisers
3 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
- 6167597
- Firm CRD
- 317325