James Morton
Investment adviser representative at Cary Street Partners
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$10.3BFirm assets
Are you James Morton? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
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
13 years in the industry.
- Cary Street PartnersAug 2023 to now
- Cary Street Partners Advisory LLCAug 2023 to now
- Asset Planning CorporationJun 2021 to Aug 2023
- Swift Creek Presbyterian ChurchJun 2019 to Aug 2019
- Student - Liberty UniversityAug 2018 to Jun 2021
- UnemployedMay 2018 to Aug 2018
- Middle/high SchoolAug 2013 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (CA, NC, VA).
Cary Street Partners
Legal name: Cary Street Partners Investment Advisory LLC
$10.3BAssets managed
6,988Clients
118Advisers
21 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
- 7787762
- Firm CRD
- 128545