Morgan Carter Frees
Investment adviser representative at Addison Capital
10 yearsExperience
2 statesRegistered in
$1.1BFirm assets
19 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.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Addison Capital LLCNov 2023 to now
- Nest Investments Bd LLCNov 2023 to now
- JPMorgan Securities LLCAug 2021 to Oct 2023
- JPMorgan Chase Bank NAOct 2016 to Oct 2023
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
Addison Capital
Legal name: Addison Capital, LLC
$1.1BAssets managed
285Clients
1Advisers
19 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
- 7427561
- Firm CRD
- 144853