Johnny
Morrison

Spc

CRD#5563025
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Johnny Morrison is a financial advisor working in Ann Arbor, Michigan with 4 years of industry experience. Morrison is on the advisory team at Spc. Throughout their career, Morrison has worked at J.M. Energy Partners, Inc, Mass Mutual Life Insurance Company, Mml Investors Services, American United Life, Oneamerica Securities, Sigma Financial Corporation and Spc. Morrison has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Illinois, Oklahoma, Texas and Washington. Spc is a registered investment firm that has its headquarters in Ann Arbor, MI. The investment advisory business has offices in 426 locations and a total of 610 employees. It administers $6 billion in total assets between its 34,594 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to 20 charitable organizations. Of its 34,594 client accounts, just 8% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees are based on the financial services offered. However, fees charged by Spc likely include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

300 Parkland Plaza
Ann Arbor, MI 48103

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Spc Brokerage Details

Total Assets Under Management

$5,964,256,852

MI Average: $943,424,332
Total Number of Employees

610

MI Average: 21
Total Number of Accounts

34,594

MI Average: 1,586
Average Account Size

$172,407

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Johnny Morrison Work History

Johnny has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Sigma Financial Corporation

2019 - Present (5 years)

Spc

2017 - 2019 (2 years)

American United Life

2017 - 2019 (2 years)

Oneamerica Securities

2013 - 2017 (4 years)

Mass Mutual Life Insurance Company

2013 - 2017 (4 years)

Mml Investors Services

2012 - 2013 (1 year)

J.M. Energy Partners, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Johnny Morrison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Spc

Dennis Starbuck
Ann Arbor, MI
Edward Murray
Ann Arbor, MI
Karen Meacham
Victoria, TX
Colin Cohen
Ann Arbor, MI
Michael Barrella
Melbourne, FL
Ching Po Wang
Troy, MI
Steven Abbey
Dallas, TX
Kirk Sempsrott
East Lansing, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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