Jean-Claude Morisset has held the title Member at TruNorth Capital Management since December 2024, is not listed as a control person, but directly owns between 5% and 10% of the firm.
Trunorth Capital Management, L.L.C. is a Kalamazoo, MI firm with $725M under management, 356 clients and 4 advisers across 3 offices, as of its May 2026 filing.
Jean-Claude Morisset’s longest registration is the current one, 4 years at TruNorth Capital Management since 2022. Before joining TruNorth Capital Management in 2022, Jean-Claude Morisset was registered through Plante Moran Financial Advisors.
- – present · 4 yearsEast Grand Rapids, MI · Adviser representative · Firm CRD 165285
- Plante Moran Financial Advisors– · 3 yearsGrand Rapids, MI · Adviser representative · Firm CRD 112158
Investment adviser representative registrations
Jean-Claude Morisset is registered as an investment adviser representative in Michigan, since April 2022.
- MichiganSince 27 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 August 2018 |
| Series 7 | General Securities Representative Examination | 13 December 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jean-Claude Schultz Morisset
- CRD
- 6038678
- Firm
- TruNorth Capital Management · CRD 165285
- Role
- Member
- Office
- East Grand Rapids, MI
- Registration
- Investment adviser registration
- In the industry since
- September 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Jean-Claude Morisset work?
Jean-Claude Morisset has held the title Member at Trunorth Capital Management, L.L.C. since December 2024.
Is Jean-Claude Morisset a financial advisor?
Yes. Jean-Claude Morisset has a current investment-adviser registration in Michigan, through TruNorth Capital Management since April 2022.
How many years of experience does Jean-Claude Morisset have?
Jean-Claude Morisset has 8 years in the financial industry, since September 2018, across 2 adviser firms.
What exams has Jean-Claude Morisset passed?
Jean-Claude Morisset has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in December 2013.
Where did Jean-Claude Morisset work before TruNorth Capital Management?
Before TruNorth Capital Management, Jean-Claude Morisset was registered through Plante Moran Financial Advisors, August 2018 to April 2022.
Where is Jean-Claude Morisset based?
Jean-Claude Morisset’s registered office is in East Grand Rapids, MI.
Is Jean-Claude Morisset registered with FINRA?
No. Jean-Claude Morisset has no current broker registration.
How can I verify Jean-Claude Morisset’s record?
Search CRD 6038678 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jean-Claude Morisset’s full registration record.
