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John Stoneburner Morris

Brownstone Investment Group, LLC

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About John Stoneburner Morris

John Morris is a financial advisor with Brownstone Investment Group, LLC in Miami, Florida. John's career in the securities industry began on November 7, 1998. John previously worked at Mesirow Financial, Inc., Sterne Agee Financial Services, Inc., Clarkeson Research Inc., AK Capital LLC, Nomura Securities International, Inc., A.K. Capital, LLC, UBS Warburg LLC and PaineWebber Incorporated. John has a Series 7, Series 24, Series 63, Series 79TO and SIE license.

Firm Information

John Morris is currently registered with Brownstone Investment Group, LLC. Brownstone Investment Group, LLC is a Limited Liability Company formed in January 1997 and approved to operate in 19 states. They are registered with the Securities and Exchange Commission (SEC) and have a total of 19 state registrations, including California, Colorado, Connecticut, Florida, Georgia, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Washington.

Not reported

Assets Under Management

Not reported

Total Clients

8

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.

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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John Morris’s Registration & Firm History

FL

07/08/2021 - Present

Brownstone Investment Group, LLC (MIAMI FL)

FL

10/31/2013 - 06/21/2021

MESIROW FINANCIAL, INC. (MIAMI FL)

FL

01/22/2013 - 10/30/2013

STERNE AGEE FINANCIAL SERVICES, INC. (MIAMI FL)

FL

03/14/2013 - 10/29/2013

CLARKESON RESEARCH INC. (MIAMI FL)

NY

03/06/2009 - 01/11/2013

AK CAPITAL LLC (NEW YORK NY)

NY

01/07/2003 - 05/26/2005

NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

NY

06/12/2002 - 01/07/2003

A.K. CAPITAL, LLC (NEW YORK NY)

NY

12/01/2000 - 05/15/2002

UBS WARBURG LLC (NEW YORK NY)

NJ

12/07/1994 - 12/01/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 02/04/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/13/2021

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for John Stoneburner Morris.
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