James Morton is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with CARY STREET PARTNERS.
| Firm | From | To | Current |
|---|---|---|---|
| CARY STREET PARTNERS | 2023-08-08 | present | Yes |
| ASSET PLANNING CORPORATION | 2023-05-25 | 2023-08-04 | — |