James P Morris

Current Employers

Employment History

• 09/2016 → Present
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 09/2016 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 09/2016 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Other Businesses

(1) Name of the other business: Rental Property ; Whether the business is investment-related: No ; Address of the other business: 2711 Oconee Circle Gainesville, GA 30507 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 1/1/2023 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: My family owns and operates a few investment properties both short term and long term rentals. (2) Name of the other business: Atlanta District Advisor Associates LLC ; Whether the business is investment-related: No ; Address of the other business: 2711 Oconee Circle, Gainesville, GA 30507 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: Jul 01, 2016 ; The approximate number of hours/month you devote to the other business: 6 to 10 ; The number of hours you devote to the other business during securities trading hours: 6 to 10 ; Briefly describe your duties relating to the other business: It's my LLC for First Command type activities

Exams

• S66 Uniform Combined State Law Examination
  2016-06-30