JAMES WILLIAM MORRIS is an investment adviser representative (IAR) with state registration records since 2019, appearing at 2 firms. Currently registered with IEQ CAPITAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| IEQ CAPITAL, LLC | 2024-04-12 | present | Yes |
| CITIGROUP GLOBAL MARKETS INC. | 2019-06-26 | 2024-04-23 | — |