William Daniel Morrison

Current Employers

Employment History

• 05/2006 → 10/2017
  Jacob William, Inc.
  Timonium, MD
• 09/2009 → 10/2017
  Jacob William, Inc.
  Timonium, MD
• 12/2016 → Present
  Cwm, Llc
  Omaha, NE
• 10/2017 → 06/2025
  Jacob William Advisory
  Cockeysville, MD
• 06/2025 → Present
  Jacob William Advisory
  Cockeysville, MD

Previous Registrations

• 2009-09-29 → 2017-10-03
  Jacob William Advisory
  Towson, MD
  Timonium, MD
• 2009-09-08 → 2009-10-05
  Lpl Financial Llc
  Towson, MD
• 2006-10-31 → 2009-09-08
  Mutual Service Corporation
  Boston, MA
  Boston, MA
  Towson, MD
• 2004-02-13 → 2006-10-30
  Hornor, Townsend & Kent, Llc
  Townson, MD
  Towson, MD

Other Businesses

1.NAME OF OTHER BUSINESS: CWM, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 01/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY REPRESENTATIVE 2. NAME OF OTHER BUSINESS: CARSON INSTITUTIONAL ALLIANCE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 01/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY REPRESENTATIVE 3. NAME OF OTHER BUSINESS: DBA-JACOB WILLIAM, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 05/2006 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY REPRESENTATIVE 4. NAME OF OTHER BUSINESS: UNIVERSITY OF BALTIMORE FOUNDATION, INVESTMENT RELATED: NO NATURE OF BUSINESS: SUPPORT THE ACTIVITY AND FUNDING OF THE UNIVERSITY. POSITION/TITLE/RELATIONSHIP: BOARD MEMBER START DATE: 11/1/2022 APX NUMBER OF HOURS PER MONTH: 1 APX NUMBER OF HOURS DURING TRADING HOURS: NONE BRIEF DESCRIPTION OF DUTIES: DUTIES OF VOLUNTEER BOARD MEMBER 5. NAME OF OTHER BUSINESS: TOWSON UNIVERSITY, INVESTMENT RELATED: NO NATURE OF BUSINESS: UNIVERSITY. POSITION/TITLE/RELATIONSHIP: ADJUNCT PROFESSOR START DATE: 08/26/2019 APX NUMBER OF HOURS PER MONTH: 15 APX NUMBER OF HOURS DURING TRADING HOURS: NONE BRIEF DESCRIPTION OF DUTIES: TEACHING

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-24
• S63 Uniform Securities Agent State Law Examination
  1992-08-27

Designations

Other Names

• Dan Morrison