Casey Morford
Investment adviser representative at Jm2 Capital Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$238.4MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Witness To Win FoundationJan 2023 to now
- Jm2 Capital, Inc.Feb 2018 to now
- Weir Oil & GasJun 2016 to Feb 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Jm2 Capital Inc.
$238.4MAssets managed
70Clients
3Advisers
4 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
- 7799515
- Firm CRD
- 292351