James Russell Morrison

Current Employers

Employment History

• 03/2015 → 11/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ridgeland, MS
• 05/2015 → 11/2023
  Bank Of America, N.A.
  Ridgeland, MS
• 11/2023 → Present
  Ubs Financial Services
  Jackson, MS

Previous Registrations

• 2015-03-31 → 2023-12-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ridgeland, MS
• 2013-10-10 → 2015-03-25
  Wealthview Capital, Llc
  Jackson, MS

Other Businesses

I*79955 For profit or not for profit: For-Profit Organization Name of outside business organization: S. O. TEREC, LLC Investment related: N Address of business: Vicksburg, Mississippi 39180 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 1/1/2010 Number of hours devoted: 15 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: APPAREL COMPANY TO RAISE AWARENESS ABOUT HUNGER IN MS WITH EACH SHIRT SOLD PROVIDING DONATIONS FOR MEALS VIA THE MS FOOD NETWORK I*83416 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: LOUIS WILSON FUND INVESTMENT RELATED: Y ADDRESS OF BUSINESS: JACKSON, MISSISSIPPI 39210 NATURE OF BUSINESS: OTHER,SCHOOL GROUP POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 10/1/2014 NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: PROVIDE REAL WORLD INVESTMENT ANALYSIS AND EXPERIENCE TO STUDENTS; EVALUATE AND COMMENT ON STUDENT PRESENTATIONS FOR INVESTMENT COMPETITIONS. I*104628 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: MISSISSIPPI CHILDREN'S MUSEUM INVESTMENT RELATED: N ADDRESS OF BUSINESS: JACKSON, MISSISSIPPI 39202 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 2/1/2017 NUMBER OF HOURS DEVOTED: 12 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I'M ON THE PLANNING COMMITTEE FOR NEON NIGHT A FUNDRAISING PARTY HELD AT THE CHILDREN'S MUSEUM ANNUALLY. I*107885 For profit or not for profit: Non-Profit Organization Else School Advisory Board Investment related: N Jackson, Mississippi 39210 Other,Private school Advisory Board Member, 9/28/2017 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 8 To promote the sustainability of the business school at Millsaps. We will discuss strategies to encourage enrollment and success of our graduates. I*122244 For-Profit Organization Midtown Depot, LLC Investment related: N Jackson, Mississippi 39211 LLC, Other, investor 4/3/2019 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 It is an art park and café which will serve food and beverage in green space that is pet and family friendly. A portion of the proceeds from the business will be directed to nonprofits to fund community development activities. I will be an investor I*126188 For-Profit Organization 1D, LLC Investment related: N Jackson, Mississippi 39211 LLC, Family Held, 9/6/2019 Number of hours devoted: 1 hour(s) Annually Number of hours devoted during trading hours: 0 This is an LLC to fund the already approved Midtown Depot, LLC. Family members will be partners in 1D, LLC. I*133440 Non-Profit Organization Midtown Partners, Inc. Investment related: N Jackson, Mississippi 39202 Charitable Organization, Advisory Board Member, 9/25/2020 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 1 Transforming the lives of residents by building capacity, expanding opportunities, and improving quality of life in the neighborhood. Name of Business: Mississippi Symphony Orchestra./ Address: 125 S Congress St, Ste 100Jackson MS United States./ Investment Related: No./ Nature: To support the musical arts in the community through concerts, outreach, and education./ Role: Member of Board of directors./ Duty: Governance of MSO./ Start Date: 1/1/2018./ Time Required: na Hurtado Investments, LLC, Mississippi United States-3921, LLC holding rental property, Real Estate, Ownership, property managed by 3rd party, PartnerApprove expenses, start date-8/12/2019, Investment related-Yes.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-06-01
• S65 Uniform Investment Adviser Law Examination
  2013-10-10

Other Names

• J Russell Morrison
• James Russell Morrison