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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Vincent Morris is an investment advisor representative with Hirtle, Callaghan & Co., LLC in West Conshohocken, Pennsylvania. James Morris has been in the industry since 1983. James Morris is a registered Investment Advisor with the state of Pennsylvania. James Morris specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. James Morris has experience working with a wide range of clients, including high net worth individuals, insurance companies, investment companies, charitable organizations, pension and profit sharing plans, and corporations or other businesses. James Morris's firm, Hirtle, Callaghan & Co., LLC, has a total of 47 employees, including 45 investment advisor representatives. James Morris's firm manages over $19 billion in assets.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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PA
03/29/2018 - Present
Hirtle, Callaghan & CO., LLC (WEST CONSHOHOCKEN PA)
PA
11/02/2006 - 07/29/2014
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
11/23/1983 - 11/10/2004
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
IA
Issued 03/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2019
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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