Casey Morford has been an investment adviser representative at JM2 Capital since August 2023, and is not listed among the firm’s executive officers or direct owners.
JM2 Capital Inc. is an Edmond, OK firm with $238M under management, 70 clients and 3 advisers in one office, as of its March 2026 filing.
Investment adviser representative registrations
Casey Morford is registered as an investment adviser representative in 2 states. Each was approved in August 2023.
- OklahomaSince 18 August 2023
- TexasSince 18 August 2023
Examinations
No examinations are on Casey Morford’s record.
- CRD
- 7799515
- Firm
- JM2 Capital · CRD 292351
- Office
- 16340 MUIRFIELD PLACE, Edmond, OK 73013
- Registration
- Investment adviser registration
- In the industry since
- August 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Casey Morford work?
Casey Morford is an investment adviser representative registered through JM2 Capital Inc. since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Casey Morford a financial advisor?
Yes. Casey Morford has a current investment-adviser registration in Oklahoma and Texas, through JM2 Capital since August 2023.
How many years of experience does Casey Morford have?
Casey Morford has 3 years in the financial industry, since August 2023, across 1 adviser firm.
Where is Casey Morford based?
Casey Morford’s registered office is in Edmond, OK.
Is Casey Morford registered with FINRA?
No. Casey Morford has no current broker registration.
How can I verify Casey Morford’s record?
Search CRD 7799515 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Casey Morford’s full registration record.
