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John Logan Morris

Intentional Asset Management

New York, NY

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Current Employers
Intentional Asset Management

12 East 49Th Street 11Th Floor, New York, NY 10017-1012 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-12-15
NJ RA APPROVED 2025-12-09
  • NY RA
    APPROVED
    Since 2025-12-15
  • NJ RA
    APPROVED
    Since 2025-12-09

Branch Locations

12 East 49Th Street 11Th Floor, New York, NY 10017-1012 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wm. H. Murphy & Co., Inc. Houston TX 07/2016 12/2017
Socap Global New York NY 01/2017 07/2022
17 Asset Management New York NY 02/2019 Present
Intentional Funds Llc New York NY 07/2022 Present
  • 07/2016 → 12/2017
    Wm. H. Murphy & Co., Inc.
    Houston, TX
  • 01/2017 → 07/2022
    Socap Global
    New York, NY
  • 02/2019 → Present
    17 Asset Management
    New York, NY
  • 07/2022 → Present
    Intentional Funds Llc
    New York, NY
Previous Registrations
Other Businesses

John Morris is the Founder and Executive Chairman of 17 Asset Management, the parent company for Intentional Funds. 17 Asset Management develops and manages investment strategies that align capital to impact, and it is through this work that Intentional Funds was developed and launched. John launched 17 AM in 2019 and Intentional Funds in 2022. The two firms share the same address: 12 East 49th Street, 11th Floor, New York, NY 10017. John's time is spent primarily at 17 Asset Management, where he focuses on consulting, product design, and stakeholder management. At Intentional Funds, John utilizes his experience and past relationships to introduce them to the leadership of Intentional Funds.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-07
S63 Uniform Securities Agent State Law Examination 1990-04-25
  • S65 Uniform Investment Adviser Law Examination
    2025-07-07
  • S63 Uniform Securities Agent State Law Examination
    1990-04-25

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