Paul L Morrison

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2021 → Present
  Edward Jones
  St Louis, MO
• 05/2002 → 07/2021
  Demdaco
  Leawood, KS

Other Businesses

ADM Property LLC Type of business: LLC Nixa, MO Start date: 12/26/2023 Chairman of the Board Hours per week: 0 Hours during trading: 0 We set up this LLC to be ready when my parents pass and I expect to inherit some land. The company was created to make sure that it stays in our family and our children receive it when I pass. We set it up this so that they must offer each other first right of first refusal should any wish to sell

Exams

• S66 Uniform Combined State Law Examination
  2022-01-04