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James Richard Morton

Usadvisors Wealth Management, LLC

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About James Richard Morton

James Richard Morton is a financial advisor with over 35 years of experience in the industry. James is a Chartered Financial Consultant and currently registered with Usadvisors Wealth Management, LLC, based in Eden Prairie, Minnesota. James specializes in providing financial planning and portfolio management services for individuals and businesses. James has served as a financial advisor with Securities America, Inc., FFP Securities, Inc., and Pruco Securities Corporation in the past. James is also a volunteer for the NEMO Senior Citizens Services organization.

Firm Information

James Morton is currently registered with Usadvisors Wealth Management, LLC. Usadvisors Wealth Management, LLC is a registered investment advisor based in EDEN PRAIRIE, MN. The firm manages a total of $488,134,595 in assets for 2,380 clients, including 92 high-net-worth individuals and 1,504 individuals other than high-net-worth. Usadvisors Wealth Management, LLC provides financial planning, portfolio management for businesses, and portfolio management for individuals. The firm participates in wrap fee programs.
Usadvisors Wealth Management, LLC

15750 VENTURE LANE

EDEN PRAIRIE, MN 55344

$488.13M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Morton’s Registration & Firm History

MO

11/21/2014 - Present

Usadvisors Wealth Management, LLC (KIRKSVILLE MO)

MO

05/22/2008 - 06/14/2024

SECURITIES AMERICA, INC. (KIRKSVILLE MO)

MO

10/14/1994 - 05/22/2008

FFP SECURITIES, INC. (KIRKSVILLE MO)

NJ

06/08/1987 - 10/18/1994

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 06/26/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/1995

Series 7 - General Securities Representative Examination

BC

Issued 06/05/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Richard Morton.
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