James Blake Morris

Employer firm

The Lloyd Advisory Group CRD 150582

$438M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

The Lloyd Advisory Group

3575 Lawrenceville Suwanee Road, Suwanee, GA 30024 • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2023-01-09
TX	RA	APPROVED	2023-01-09
GA	RA	APPROVED	2009-07-07

LA RA
APPROVED

Since 2023-01-09
TX RA
APPROVED

Since 2023-01-09
GA RA
APPROVED

Since 2009-07-07

Branch Locations

3575 Lawrenceville Suwanee Road, Suwanee, GA 30024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jb Financial Advisors, Inc.	Suwanee	GA	03/2008	12/2019
Lloyd Advisory Services, Llc	Suwanee	GA	06/2009	Present

03/2008 → 12/2019

Jb Financial Advisors, Inc.

Suwanee, GA
06/2009 → Present

Lloyd Advisory Services, Llc

Suwanee, GA

Previous Registrations

2009-05-07 → 2009-06-15

Envision Investment Advisors, Llc

Suwanee, GA

Omaha, NE
2008-02-19 → 2008-12-31

Envision Investment Advisors, Llc

Suwanee, GA

Omaha, NE

Other Businesses

THE LLOYD GROUP, INC. - INSURANCE AGENCY - INVESTMENT-RELATED - 3575 LAWRENCEVILLE SUWANEE ROAD, SUWANEE, GA 30024 - INSURANCE AGENT - SALE OF INSURANCE PRODUCTS - START DATE: 10/2006 - 85 HOURS/MONTH, 65 DURING SECURITIES TRADING HOURS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-12-19

S65 Uniform Investment Adviser Law Examination

2007-12-19

Designations

Certified Financial Planner

Other Names

Blake Morris

View on SEC IAPD