Julie Morrison is not listed as a control person, but directly owns under 5% of Columbia River Advisors. Julie Morrison studied at Clover Park Technical College.
Columbia River Advisors is an investment adviser based in Tacoma, WA, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $191 million, as filed on 8 July 2026. Its fees, ownership and offices are on the firm’s profile.
Julie Morrison is CCO, Operations Manager of Columbia River Advisors. Morrison oversees and coordinates key aspects of the client experience throughout the firm, is involved in back-office operations, and serves on the compliance committee as Chief Compliance Officer. Morrison has been with the firm since 2011.
- CRD
- 6220107
- Firm
- Columbia River Advisors · CRD 154571
- Role
- Operations Manager/ CCO
- In role since
- June 2015 · 11 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Tacoma, WA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trustcra.com
Where does Julie Morrison work?
Julie Morrison has been Operations Manager/ CCO of Columbia River Advisors, LLC since June 2015.
How can I verify Julie Morrison’s record?
Julie Morrison’s role is listed on Columbia River Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 154571.
