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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Ward Morris is a registered Investment Advisor Representative with Crestwood Advisors. John has been in the financial services industry since 1990. John’s career has included time at Wayne Hummer & Co., Corby North Bridge Securities, Incorporated, and Legg Mason Wood Walker, Incorporated. John holds the Series 63 and 65 registrations and the Series 7. John specializes in the following areas: Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals, Selection of Other Advisors, Family Office Consulting, Credit and Cash Management Solutions, Insurance Solutions, and Educational Seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Family office consulting, credit and cash management solutions, insurance solutions
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
02/13/2017 - Present
Crestwood Advisors (BOSTON MA)
MD
08/02/2001 - 05/21/2003
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MA
05/14/1991 - 09/11/2000
CORBY NORTH BRIDGE SECURITIES, INCORPORATED (BOSTON MA)
IL
01/24/1990 - 04/24/1991
WAYNE HUMMER & CO. (CHICAGO IL)
IA
Issued 01/09/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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