James Michael Morris

Current Employers

Employment History

• 05/2012 → 05/2019
  Questar Capital Corporation
  Minneapolis, MN
• 05/2012 → 05/2019
  Questar Asset Management, Inc.
  Minneapolis, MN
• 05/2012 → 12/2021
  Truchoice Financial Group (Ann Arbor Annuity Exchange)
  Ann Arbor, MI
• 06/2019 → Present
  The Leaders Group, Inc.
  Littleton, CO
• 12/2021 → 06/2025
  Truchoice (American Financial Marketing Inc)
  Minneapolis, MN
• 06/2025 → Present
  Signal Wealth Advisors
  Detroit, MI
• 06/2019 → 06/2025
  Tlg Advisors, Inc.
  Summit, NJ

Previous Registrations

• 2019-06-13 → 2025-06-17
  Tlg Advisors, Inc.
  Ann Arbor, MI
  Summit, NJ
  Minneapolis, MN
• 2012-05-31 → 2019-05-02
  Questar Asset Management, Inc.
  Minneapolis, MN
  Ann Arbor, MI
• 2006-09-08 → 2012-04-02
  National Planning Corporation
  El Segundo, CA

Other Businesses

1.) THE LEADERS GROUP, INVESTMENT RELATED; SUMMIT, NJ, BROKER/DEALER; REGISTERED REPRESENTATIVE; STARTED 2019; DEVOTES APPROXIMATELY 2 HOURS PER MONTH; DUTIES - CONTINUING INDUSTRY EDUCATION, MAINTAIN SECURITIES AND SUPERVISORY REGULATIONS FOR BOTH INDUSTRY KNOWLEDGE AND POTENTIAL ACTIVITIES THROUGH SIGNAL ADVISORS AS AN INSURANCE MARKETING ORGANIZATION THAT MAY REQUIRE BROKER DEALER AFFILIATION. 2.) SIGNAL ADVISORS - 6/3/2025 - 1555 Broadway Street, Detroit, MI 48226 - IAR, Chief Compliance Officer, Responsible for RIA compliance for Signal Advisors Wealth including IARs and compliance oversight of IMO Signal Advisors, Invt Rel, 160 hrs/mo; 130 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2006-01-17

Designations