James Morris has been an investment adviser representative at Lloyd Advisory Services since July 2009, and is not listed among the firm’s executive officers or direct owners.
Lloyd Advisory Services, LLC is a Suwanee, GA firm with $438M under management, 1,262 clients and 6 advisers across 3 offices, as of its March 2026 filing.
James Morris’ longest registration is the current one, 17 years at Lloyd Advisory Services since 2009. Before joining Lloyd Advisory Services in 2009, James Morris was registered through Envision Investment Advisors, LLC.
- The Lloyd Advisory GroupCurrent– present · 17 yearsSuwanee, GA · Adviser representative · Firm CRD 150582
- Envision Investment Advisors, LLC– · under a yearSuwanee, GA · Adviser representative · Firm CRD 143667
- Envision Investment Advisors, LLC– · under a yearSuwanee, GA · Adviser representative · Firm CRD 143667
Investment adviser representative registrations
James Morris is registered as an investment adviser representative in 3 states. The first approvals date from July 2009; the most recent are Louisiana and Texas, in January 2023.
- GeorgiaSince 7 July 2009
- LouisianaSince 9 January 2023
- TexasSince 9 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 December 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James Blake Morris
- CRD
- 5428483
- Firm
- Lloyd Advisory Services · CRD 150582
- Office
- 3575 LAWRENCEVILLE SUWANEE ROAD, Suwanee, GA 30024
- Registration
- Investment adviser registration
- In the industry since
- July 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does James Morris work?
James Morris is an investment adviser representative registered through Lloyd Advisory Services, LLC since July 2009, and is not listed among the firm’s executive officers or direct owners.
Is James Morris a financial advisor?
Yes. James Morris has a current investment-adviser registration in Georgia, Louisiana and Texas, through Lloyd Advisory Services since July 2009.
How many years of experience does James Morris have?
James Morris has 18 years in the financial industry, since July 2008, across 2 adviser firms.
What exams has James Morris passed?
James Morris passed the Series 65 in December 2007.
Where did James Morris work before Lloyd Advisory Services?
Before Lloyd Advisory Services, James Morris was registered through Envision Investment Advisors, LLC, May 2009 to June 2009; Envision Investment Advisors, LLC, February 2008 to December 2008.
Where is James Morris based?
James Morris’ registered office is in Suwanee, GA.
Is James Morris registered with FINRA?
No. James Morris has no current broker registration.
How can I verify James Morris’ record?
Search CRD 5428483 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Morris’ full registration record.
