James Morton

Employer firm

Cary Street Partners CRD 128545

$10.3B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2013 → 05/2018
  Middle/High School
  Midlothian, VA
• 05/2018 → 08/2018
  Unemployed
  Moseley, VA
• 06/2019 → 08/2019
  Swift Creek Presbyterian Church
  Moseley, VA
• 08/2018 → 06/2021
  Student - Liberty University
  Lynchburg, VA
• 06/2021 → 08/2023
  Asset Planning Corporation
  Knoxville, TN
• 08/2023 → Present
  Cary Street Partners Advisory Llc
  Richmond, VA

Previous Registrations

• 2023-05-25 → 2023-08-04
  Asset Planning Corporation
  Knoxville, TN

Other Businesses

- No name of business, Volleyball tournaments on the weekend - It is not investment related - 707 Tilden Place, Virginia Beach, VA 23454 - Athletic Competition - Volleyball Player - 06/2021 - 25 hours a month - Zero hours during trading hours (Weekend only) - Play volleyball in tournaments. Sometimes received reward money.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-23

Designations

• Certified Financial Planner